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How to remove a delegate once one has been assigned

  • Updated

Weel's Delegation Settings hold two separate fields, Expense Delegate and Approval Delegate, and each is cleared differently.

Before you start

  • You need to be an Owner, Admin, or have the Add and remove people permission.
  • Expense Delegate requires the Premium plan. Approval Delegate requires Premium or Enterprise.
  • Both fields are web-only. There's no delegation setting in the mobile app.

Removing an Expense Delegate

Expense Delegate is a multi-select, so it can be cleared to empty:

  1. Go to User Management in the Weel web app.
  2. Open the team member's profile.
  3. Under Delegation Settings, find the Expense Delegate field.
  4. Deselect everyone listed.
  5. Click Update.

This removes their ability to view, edit, or submit that person's card expenses. It doesn't affect approvals. You can also clear it through the public API by sending expense_delegate: [] to PATCH /v1/businesses/{client_id}/users/{user_id}.

Removing an Approval Delegate

Approval Delegate has no blank option in the web app, since its list only includes the business's team members. You can reassign it to someone else, but you can't clear it back to empty from the UI. Every team member is automatically given a delegate approver, defaulting to the business's Owner, or, if there's no Owner, its longest-serving Admin, the moment they're created or invited, so in normal operation it's never meant to sit empty. 

To remove one in practice, reassign it to whoever should take over:

  1. Go to User Management in the Weel web app.
  2. Open the profile of the person whose delegate you want to change.
  3. Under Delegation Settings, open the Approval Delegate dropdown and select the new person.
    • Unsure who to pick? The account Owner is the closest equivalent to clearing it, since that's the system default.
  4. Click Update.

Advanced: The public API can set Approval Delegate to a true null (delegate_approver: null, same endpoint), the only way to blank it completely. We don't recommend this: it skips the team member from Out of Office redirection, and if Prevent Self-Approval is on (see How to manage self-approvals), the step drops that approver rather than assigning anyone else. Reassigning to a person avoids both problems.

What happens next

Changes apply going forward. For how a reassigned Approval Delegate handles pending approvals, self-approval prevention, and Out of Office periods, see "How to assign a delegate approver for when someone goes on leave?" below.

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