User Guide

User Guide

1. Overview

Approver Delegation for Jira allows users to automatically route approval responsibilities to a designated substitute when they are unavailable. The app provides a secure, immutable record of all delegations, ensuring that work continues smoothly without bottlenecks while maintaining strict audit trails.

Before you start: delegations can only be created once a Jira administrator has registered at least one field under Delegation Fields. Until that is done, the Add delegation button is unavailable and the app shows a setup message instead of the delegation form.

The app is available in English, French, Spanish, German and Portuguese (Brazil). It follows your Jira language setting automatically.

2. Navigation & Entry Points

Accessing and moving around the application is designed to be straightforward from your standard Jira workspace.

  • Jira Apps Menu: You can open the application directly from the main Jira apps menu via the Jira logo.

  • App Sidebar Menu: Once inside, a dedicated left sidebar exposes the main destinations: My Delegations, All Delegations (for administrators), and Add Delegation.

  • Help: the sidebar also exposes a Help section with two links — Documentation (this guide) and Contact Support, which opens our support portal.

3. Delegation Management

Use the sections below to navigate directly to the feature you want to learn more about.

  • Creating a Delegation – Create new delegations and understand default behaviors and required information. 👉 [Go to Creating a Delegation]

  • View my Delegations – Consult all delegations associated with your account. 👉 [Go to View my Delegations]

  • Archiving / Retiring a Delegation – Archive a delegation which is not needed anymore. 👉 [Go to Archiving / Retiring a Delegation]