---
title: "Setting up and managing deputies"
slug: "setting-up-and-managing-deputies"
updated: 2026-06-10T11:26:21Z
published: 2026-06-10T11:26:21Z
canonical: "help.cintra.co.uk/setting-up-and-managing-deputies"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up and managing deputies

You can create a Deputy in Self-Service if a manager needs to delegate tasks, such as approving holidays or needs to deputise all of their responsibilities for brief periods. In order for the Deputies functionality to work in Self-Service, you need to set up the Deputy role.

> [!NOTE]
> The Deputies functionality uses its own communication structure, which is automatically generated within Cintra iQ.

### How do I set up deputies?

1. Login to Self-Service as Cintra.
2. Ensure the Deputies roles are set up for the Manager.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/image-6YXONGOW.png)
  1. Login to Self-Service as user.admin.
  2. Go to Self-Service: **Menu panel> Users> User Admin> user.admin> Edit Roles**.
  3. Select the desired role by clicking the **Edit** button. The **Editing Role** page appears for that user.
  4. Transfer the Deputies functions from the **Available Functions** pane, to the **Functions in Role** pane, by clicking each option.
  1. Click the **Apply** button. You are returned to the Edit Role page.
  2. Click the **Apply** button. A message appears stating that the role is successfully updated.
3. Continue to assign the Role to the desired user.

### How do I assign the role of deputy to a user?

Now that you have set up the Deputy functionality within **Self-Service**, you can assign a **Deputy** to a manager if they need to delegate tasks, such as approving holidays or if they need to deputise all of their responsibilities for brief periods. In order for the **Deputies** functionality to work in **Self-Service**, you need to assign the role of **Deputy** to a user.

#### To assign the role

1. Sign into **Self-Service** as the **Manager**.
2. Navigate to Management > Deputies. The **Deputy Management** page appears.
3. Click the **Create Deputy** button. The **Deputy Assignment** form appears.
4. Select the **Responsibility**.

> [!NOTE]
> **Note:** These options are created in the Communication Structure within Cintra iQ.
5. Select the desired **Managers Post**.
6. Select the **Deputies Post**.
7. Enter the **From Date**.
8. Enter the **To Date**.
9. Enter any **Notes**.
10. Click the **Save** button. The **Deputy Management** record is created. When the **Deputy** signs into **Self-Service**, they can now perform the duties of the manager and approve **Holiday** and **Sickness** requests.

![](https://cdn.document360.io/fc2cda72-4645-4b36-96bf-60439ec11f11/Images/Documentation/204001065323.png)

A manager can resume their responsibilities by deleting the **Deputy** assignment.

### How do I end the deputy role for a user?

You can create a **Deputy** in **Self-Service** if a manager needs to delegate tasks, such as approving holidays or deputise all of their responsibilities for brief periods. Once the period of deputisation is over, the manager can resume their responsibilities.

#### To resume responsibilities

The manager can create the **Deputy** **Assignment** record and enter a date range.

Once the **To Date** has expired, the assignment will no longer be valid and the responsibilities are reverted back.

#### Deleting the Deputy record as Manager

The manager can open and delete the the **Deputy** **Assignment** record when necessary, and the responsibilities are reverted back.

1. Sign into **Self-Service** as the **Manager**.
2. Go to Management > Deputies > Deputy Management page.
3. Open the **Deputy Assignment** record.
4. Click the **Delete** button. The record is removed and the responsibilities are reverted back to the original manager.

#### Deleting the Deputy record as Deputy

1. Sign into **Self-Service** as the **Deputy**.
2. Go to Management > Deputies > Deputy Management page.
3. Open the **Deputy Assignment** record.
4. Click the **Delete** button. The record is removed and the responsibilities are reverted back to the original manager.