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Delegate Ownership & Permissions

Understanding ownership is key to using Delegate effectively, especially in team settings.

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One Delegate Per Person

Every person in an initiative has their own delegate. If you create an initiative, you get a delegate. If you’re invited to join an initiative, you get your own delegate there too. Your delegate is personal to you:

• It learns your preferences, not someone else’s
• It acts on your behalf with your permissions
• It remembers your instructions

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Owner vs. Member

In every initiative, there’s a distinction between the owner and members:

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Initiative Owner

The person who created the initiative. The owner can:

• Edit the Delegate Brain configuration
• Set up schedules and automations
• Configure permissions for the delegate
• Invite and remove members

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Initiative Members

People who have been invited to the initiative. Members can:

• Chat with their own delegate
• View the Activity Feed
• Interact with posts and canvases
• Use their connected integrations through their delegate

Members cannot edit the Delegate Brain - only the owner controls that.

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How Permissions Flow

When your delegate takes action, it uses your permissions. This means:

1. Your integrations - Your delegate uses the tools you’ve connected
2. Your access - If you can’t access something, neither can your delegate
3. Your approval - High-stakes actions need your sign-off

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Example

Say you’ve connected Gmail with read/write access. When you ask your delegate to send an email, it:

1. Uses your Gmail connection
2. Sends from your email address
3. Acts as if you sent it

If a team member triggers an action that affects shared resources, their permissions are used - not yours.

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Triggering Matters

Who triggers the delegate affects which permissions are used: This is important for team safety. If someone comments on a post and your delegate responds, it uses that person’s permissions, not the post author’s. Learn more in Owner vs. Member Permissions.

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Controlling Access

You have granular control over what your delegate can do:

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Simple Mode

Toggle integrations on/off:

• ✅ Gmail - Read & Write
• ✅ Calendar - Read only
• ❌ Slack - Not connected

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Advanced Mode

Request specific resources and capabilities:

• Access to specific Google Docs
• Ability to post to specific Slack channels
• Read access to specific Linear projects

Learn more in Permissions.

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Revoking Access

You can revoke your delegate’s access at any time:

• Disconnect an integration entirely
• Remove specific resources
• Downgrade from write to read-only

Changes take effect immediately.

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Next Steps