Smartstaff, administrator
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→Delegation Feature Moved to User Menu
====Delegation Feature Moved to User Menu====
The settings link for the '''Delegation''' feature has been relocated from the personal settings to the "My Links" section within the User Menu for improved access and visibility.
[[File:2024-03-ticket-151674-1.png|thumb|none|800px|The Delegation link will now appear under “My Links” heading in the user menu.]]
The '''Delegation''' feature gives users the ability 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.
[[File:2024-03-ticket-151674-2.png|thumb|none|800px|Individuals you have delegated to will see a new icon in the header which they may use to emulate your user for the duration you specified.]] The permissions for the delegation feature is located at '''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 to other users. Under the "Delegation - Roles to Delegate to" section, set the roles that can be delegated ''to''.
To use this feature, the roles that have permission to delegate can now go to '''User Menu''' > '''Delegation''' > Toggle on''' Enable Delegation'''.
