Smartstaff
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→Configuration—Essentials
==Configuration—Essentials==
===Identifying which users can delegate to other users and users that can be delegated to===
To enable Delegation delegation for users of your system based on their roles, you must be a Global Administrator. Consider which roles in your system should have access to the User Delegation feature.
# Sign in as a global administrator and go to the global settings'''Global Settings'''.# Navigate to the security '''Security''' tab and select "'''System Feature Permissions"'''.# Go to the features '''Features''' tab to find delegation '''Delegation''' settings.# Configure "''' Delegation - Roles that can delegate" That Can Delegate''' and "'''Delegation - Roles to delegate Delegate to"'''.
Note that global administrators can only delegate to other global administrators, and internal users can only delegate to other internal users. Additionally, this feature is not limited to internal users. External users, such as applicants e.g. applicants, could designate a co-applicant to assist with the process of filling out an application on their behalfreviewers. 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.
===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 '''Personal Settings''' link.# Go to the "'''Other" ''' tab and toggle on "'''Enable Delegation"'''.
# Select the user to delegate to by typing their email and selecting from the autocomplete options.
# Set the delegation period start and end dates.
# Optionally load Optionally enter a sample message to notify others of your out-of-office status.# Click save '''Save''' button to send the email notification notification and enable delegation. [[File:2023-07-ticket-143373-1.png|thumb|none|800px|Users with permission may go to the personal settings and delegateto another user while they are out of office.]]
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.
==Delegate Notification and Emulation==
