--- title: How Does a User Delegate a Request in Intapp? description: Learn how to delegate a Request to another user in Intapp, including how to access the delegation option, select a user, and confirm the assignment. --- [Skip to content](https://www.hubspot.actusverto.com/intapp-km/how-does-a-user-delegate-a-request-in-intapp#main-content) English Show submenu for translations [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new?hsLang=en) [Customer portal](https://www.hubspot.actusverto.com/tickets-view?hsLang=en) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](https://www.actusverto.com) - [Services](https://www.hubspot.actusverto.com/intapp-km/how-does-a-user-delegate-a-request-in-intapp#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-does-a-user-delegate-a-request-in-intapp#about) Open main navigation Close main navigation - [Services](https://www.hubspot.actusverto.com/intapp-km/how-does-a-user-delegate-a-request-in-intapp#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-does-a-user-delegate-a-request-in-intapp#about) - English Show submenu for translations - [More support](https://www.hubspot.actusverto.com/intapp-km/kb-tickets/new) - [Customer portal](https://www.hubspot.actusverto.com/tickets-view) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [Intapp](https://www.hubspot.actusverto.com/intapp-km?hsLang=en) 2. [How to](https://www.hubspot.actusverto.com/intapp-km/how-to?hsLang=en) # How Does a User Delegate a Request in Intapp? ### **Overview** Users may occasionally need to **delegate a Request** in Intapp—for example, when they are going on leave, transferring responsibility, or need another team member to complete workflow actions on their behalf. Intapp provides a built‑in delegation feature that allows a user to assign a Request to another authorised user. --- ### 🧩 **What Delegation Does** Delegating a Request allows another user to: - Progress the Request through workflow stages - Complete required intake fields - Approve, review, or return items depending on permissions - Act temporarily “on behalf of” the original owner Delegation **does not** remove ownership; it simply enables another user to take action. --- ### 🛠️ **How to Delegate a Request** ### **Step 1 — Open the Request** Locate and open the Request you want to delegate. The delegation options appear within the Request options menu. --- ### **Step 2 — Select the Delegate Option** From the menu (typically under *More* or within the header options), choose **Delegate**. This opens the delegation modal or sidebar where you can choose a user. --- ### **Step 3 — Choose the User to Delegate To** Search for the colleague who will be handling the Request. You can select any user who has the necessary system permissions to progress the workflow. --- ### **Step 4 — Confirm Delegation** Click **Delegate** or **OK** to finalise the action. The Request will now show the delegated user in the relevant section of the interface.  --- ### 📝 **Important Notes** - Delegation permissions are controlled by your Intapp role. - The delegated user receives the Request and can action it immediately. - Delegation can be removed by the original user or by re‑delegating to someone else. - Delegation applies per Request, not globally across all user workload. - [Troubleshooting](https://www.hubspot.actusverto.com/intapp-km/troubleshooting?hsLang=en) - [Integrations](https://www.hubspot.actusverto.com/intapp-km/integrations?hsLang=en) - [How to](https://www.hubspot.actusverto.com/intapp-km/how-to?hsLang=en) - [Services](https://www.hubspot.actusverto.com/intapp-km/how-does-a-user-delegate-a-request-in-intapp#services) - [About](https://www.hubspot.actusverto.com/intapp-km/how-does-a-user-delegate-a-request-in-intapp#about) [![](https://www.hubspot.actusverto.com/hs-fs/hubfs/actus-verso-logo-HI.png?width=792&height=312&name=actus-verso-logo-HI.png)](http://www.actusverto.com) [mailto:support@actusverto.com](mailto:support@actusverto.com) Copyright © 2026,