Delegations¶
Provides the ability for a user to delegate his or her in-tray to other user(s) for them to complete tasks. This is not related to 'Task Redirections'.
For example, the CEO/GM can delegate their in-tray to their PA.
Once the in-tray is delegated, the delegated person can remain logged in as themselves to access the relevant in-tray(s) and complete tasks.
Delegating your in-tray¶
- Click the
drop down - Choose Manage Delegations
- Enter the users name
- Click
- Click Close
Remove delegations¶
- Click the drop down
- Choose Manage Delegations
- Click Remove
- Click Close
Viewing another users in-tray¶
Providing the user whom you are wanting to see tasks for has delegated their in-tray to you.
- Click the drop down
- Select the relevant users name