Enable Delegation Association

The Enable Delegation Association setting lets the system validate the delegated owner’s permissions instead of the lead or contact owner’s.

How delegation association works

Previously, only the lead or contact owner could own participant actions, so the app validated that this user alone was a licensed user before associating the participant. Having this setting disabled keeps this legacy validation check, regardless of any delegated owner that may be designated in the sequence configuration. The delegated owner itself determines who the actions are assigned to.

Enabling this setting allows a licensed delegated owner to validate association, even when the lead or contact owner is not a licensed user.

Configuration

1. Navigate to Guided Selling Settings
2. Go to Custom Settings
3. Find Enable Delegation Association
4. Toggle the setting to ON
5. Save the configuration

Best practices

• Confirm with internal stakeholders and system admins that participants owned by a non-licensed users should be sequenced by a delegated owner
• Configure delegated owners appropriately in your sequence.