Smartstaff
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→Added Ability to Delegate Users
Added ability for users to assign delegates who will be able to emulate them within the system for a set period of time. For example, if you will be out of office for vacation, maternity leave, or some other temporary absence, you can now select a delegate (such as a manager or coworker) who will gain the ability to emulate your account and execute your tasks for a set time period. This means you no longer need to temporarily modify role permissions or assign other users to specific records to oversee your tasks. Additionally, this feature is not limited to internal users. External users, such as applicants, could designate a co-applicant to assist with the process of filling out an application on their behalf. Once a user is delegated, they will receive an email notification that they have been selected as a delegate. Once they login, the user will see a new icon in the global header that allows them to temporarily emulate another user.
To configure this setting, go to '''Global Settings''' > '''Security''' tab > '''System Feature Permissions''' >''' Features''' tab. "Under the Delegation - Roles That Can Delegate" section, set which roles will have the ability to delegate users to temporarily emulate them. Under the "Delegation - Roles to Delegate to" section, set the roles that can be selected as delegates. To use this feature, the roles that have permission to delegate can go to '''User Menu''' > '''Personal Settings''' > '''Other''' tab > Toggle on''' Enable Delegation'''. You will be required to choose the specific users who may emulate you and a date range. Additionally, you can specify a message that will appear on your user profile letting people know who your designate delegate is and how long you may be out of office.
<u>'''Note:'''</u> '''Global Administrators''' can only delegate to other '''Global Administrators''' and internal users can only delegate to other internal users.