What is Delegate User Access?
Delegate User Access allows you to temporarily grant another user access to your account. This feature is useful for tasks like covering responsibilities during absences. You can create, manage, and deactivate delegations easily while ensuring the original account holder is notified of all access activities.
Creating a Delegation
Step 1: Go to Admin > User Access Settings > Delegate User Access and click on ‘Crete Delegation’.
Step 2: Select the user accounts:
Choose the account you want to delegate.
Select the user to whom you are delegating access.
Step 3: Click "Create Delegation."
Once the delegation is successful, it will appear in the list of delegations.
For Instance: If you delegate Sahil New User's account to Yash Kumar, Sahil will be notified whenever Yash accesses their account.
Deactivating a Delegation
Locate the delegation in the list.
Click the person icon next to the delegation.
Confirm to deactivate the delegation.
Search and Filter Delegations
Search: Enter the email address in the search bar to quickly find a delegation.
Filter: Use the dropdown menu to filter delegations by active or inactive status.