Delegate a User

Assign a delegate to your Dialpad Meetings account, allowing them to schedule meetings on your behalf.

Let's get into the details.

How to assign a delegate

To assign a a delegate to your Dialpad Meetings account, go to your Dialpad Meetings dashboard.

1. Select Menu

2. Select Account
   

3. Navigate to Delegates

4. Select Add delegate
   

5. Enter the email address of the person you want to connect accounts with

6. Select Add

Dialpad Meetings will send an email confirmation to your delegate, and you’ll see the connection under the Delegates section.

Switch profile

Once you’ve been assigned as a delegate, you can switch between your profile and your delegates' account.

To log on with your delegates’ profile, head to your Dialpad Meetings dashboard.

1. Select Menu

2. Select Delegates

   

3. Select the user you want to log in as

Linked users can hover over their profile picture and select Delegates in the pop-up menu to switch.

Remove a delegate

To remove a delegated user, go to your Dialpad Meetings Dashboard.

1. Select Menu

2. Select Account
   

3. Navigate to Delegates

4. Select Remove beside your the delegate you want to to remove

   

Meeting delegation

Once the accounts are linked, Executives Assistants (EAs) can also schedule meetings for their delegated user via the Dialpad Meetings Google Calendar Add-on.

One-click scheduling ensures the correct meeting room link is provided every single time, but also lets the EA manage the meeting as the organizer.

Learn all about Meeting Delegation here.