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With this feature, there is no need to temporarily modify role permissions or assign other users to specific records. It is also not limited to internal users; external users such as applicants can designate a co-applicant to assist with their application process if allowed.
This article will show you how to setup and utilize SmartSimple’s User delegation functionality within your system. ==Configuration—Essentials=====Delegate Notification Identifying which users can delegate to other users and Emulationusers that can be delegated to===Once To enable User Delegation for users of your system based on their roles, you must be a user is delegated, the delegate will receive an email notificationGlobal Administrator. Upon logging Consider which roles in, your system should have access to the delegate will see an icon User Delegation feature. # Sign in as a global administrator and go to the global header settings.# Navigate to the security tab and select "System Feature Permissions".# Go to temporarily emulate the userfeatures tab to find delegation settings. Below is an example of how this feature works:# Configure "Roles that can delegate" and "Roles to delegate to". Note that global administrators can only delegate to other global administrators, and internal users can only delegate to other internal users
==Example Scenario=Setting up the delegation===As an example, as a staff member going out of the office, you can delegate another user by following these steps:
# Select the user menu in the top right corner and click on the personal settings link.
The delegate can then log in and see the delegation button, which allows them to emulate the user and perform tasks on their behalf. All actions taken by the delegate will be recorded in the audit logs.
==Setting Up DelegationDelegate Notification and Emulation==To configure delegation settings: # Sign in as Once a global administrator and go to user is delegated, the global settingsdelegate will receive an email notification.# Navigate to Upon logging in, the security tab and select "System Feature Permissions".# Go to delegate will see an icon in the features tab to find delegation settings.# Configure "Roles that can delegate" and "Roles to delegate to". Note that global administrators can only delegate header to other global administrators, and internal users can only delegate to other internal userstemporarily emulate the user.Below is an example of how this feature works:
==Conclusion==
This delegation feature in Smart Simple Cloud provides greater flexibility for managing out-of-office times. For any questions or further assistance, please contact Platform Solutions at smartsimple.com. Thank you and have a great day! </div>
