> ## Documentation Index
> Fetch the complete documentation index at: https://help.revenuehero.io/llms.txt
> Use this file to discover all available pages before exploring further.
# Nominees
When a rep goes on vacation, their calendar quietly stops generating slots. The manual fix is painful: pull the rep out of pods, reassign upcoming meetings, hope nobody forgets to put them back. Nominees automate the swap.
A **nominee** is a backup rep you designate per user. While the original rep is unavailable, the scheduler shows the nominee's availability in their place. The original rep still owns the lead in your CRM. Round-robin credits still belong to them. Only the calendar swaps.
## How nominees work
When a prospect lands on the scheduler and the assigned rep is out:
1. RevenueHero detects the rep is unavailable for the requested time
2. The scheduler pulls the **nominee's** availability instead
3. The meeting is booked on the nominee's calendar
4. The original rep stays the **CRM owner** and the **round-robin assignee**
5. The nominee receives the calendar invite and runs the meeting
This is different from reassignment. With reassignment, ownership transfers. With nominees, only the calendar transfers. When the original rep returns, future bookings go straight back to them with no cleanup.
| Behavior | Nominee covers | Reassignment |
| --------------------- | ------------------------------ | ------------------ |
| CRM owner | Original rep | New rep |
| Round-robin credit | Original rep | New rep |
| Calendar invite | Nominee's calendar | New rep's calendar |
| Reverts automatically | Yes, when original rep is back | No, manual change |
## Assign a nominee to one user
### Step 1: Open the Users page
In the left sidebar, click **Settings -> Users**. You'll see your full team grouped by role (Admins, Managers, Members) with a **Nominee** column. Anyone without coverage shows "Not set."
### Step 2: Select the user with the row checkbox
Find the rep you want to set a nominee for and click the checkbox at the start of their row. A floating bar appears at the bottom of the page showing the selected user and an **Update Nominee** button.
The checkbox flow is the fastest path. You don't need to drill into the user's detail page first — selecting the row is enough.
### Step 3: Open the Meeting Nominee modal
Click **Update Nominee** in the floating bar. The **Meeting Nominee** modal opens with the question "Who should take meetings when **\[user]** is unavailable?" The **Assign meetings to a nominee** option is selected by default.
### Step 4: Pick a nominee
Click the **Choose a member** dropdown. The list shows every active teammate, sorted alphabetically. Select the rep who'll cover.
Pick a nominee whose territory and meeting style match the original rep. If your EMEA AE goes out, their nominee should also be EMEA-comfortable. The prospect doesn't see the swap, so the conversation should still feel relevant.
### Step 5: Save and confirm
Click **Save**. A green toast confirms "Users' nominee was updated successfully." The Users list now shows the nominee's avatar and email in the **Nominee** column for that row.
## Bulk-assign nominees
Setting nominees one rep at a time is fine for a small team. For a 50-person team, the same flow works in bulk: just check more rows before clicking **Update Nominee**.
### Step 1: Select multiple rows
Tick the checkbox on each rep you want to update. The floating bar at the bottom updates with each selection: "1 member selected", "2 members selected", and so on, with avatars stacked next to the count.
### Step 2: Open the modal in bulk mode
Click **Update Nominee**. The same **Meeting Nominee** modal opens, but now the question reads "Who should take meetings when **3 users** unavailable?" with the selected reps' avatars stacked. The dropdown automatically excludes everyone in the selection so you can't pick someone as their own backup.
### Step 3: Pick one nominee for everyone selected, then Save
Choose a single teammate to cover the entire selection and click **Save**. The same success toast appears, and every selected row now shows that nominee in the **Nominee** column.
A "go-to" nominee model also works. Some teams designate one or two senior reps as the universal nominee for everyone else. It simplifies coverage decisions and keeps the meeting bar consistent.
**Existing bookings stay where they are.** Nominees only cover *new* bookings made while the rep is out. Meetings already on the original rep's calendar do not auto-reassign. Use the **Reassign** action on each meeting if you want them moved to the nominee.
**Round-robin credits stay with the original rep.** When a nominee covers a meeting, the credit counts toward the original rep's queue position, not the nominee's. This protects fairness, but it means the nominee's actual workload (real meetings on their calendar) won't show up in distribution reports for the original rep's pod.
## When the nominee is also unavailable
If the original rep is out *and* the nominee is also out (vacation overlap, both attending the same offsite), the scheduler skips both and falls back to standard round-robin behavior within the pod or rule. The lead won't sit in limbo, but coverage is only as deep as the chain you set up.
For high-stakes inbound (enterprise, expansion), set nominees on the nominees too. If your top AE is out and their nominee is on PTO the same week, you don't want the lead falling to whoever happens to be next in queue.
## Remove a nominee
1. On the **Users** page, check the row of the rep whose nominee you want to clear (or select multiple rows for bulk removal)
2. Click **Update Nominee** in the floating bar
3. In the modal, choose the **Don't assign any nominee** radio
4. Click **Save**
A red warning confirms what you're about to do: "You're removing the nominee for \[user]. When the user takes time off, their meetings won't be assigned to any backup." The **Nominee** column reverts to "Not set," and the scheduler will skip that rep with no coverage from this point forward.
***
Your team has automatic backup coverage. Vacations stop being a manual scramble, and prospects keep seeing slots while ownership stays clean. 🎉🎉🎉
Block whole-team availability on company-wide dates without manual calendar work.
Create one-off availability and unavailability blocks for individual users.
Configure how meetings are distributed across your team's round-robin queue.
Invite, manage, and assign roles to users in your RevenueHero account.