Smartstaff
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→Delegation Feature Moved Within User Menu
===Major Updates===
====Delegation Feature Moved Within 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.
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.
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 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 now go to '''User Menu''' > '''Delegation''' > Toggle on''' Enable Delegation'''.
<!-- 151674 - move delegation link out of personal settings so it can be used by users in portals -->
