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Delegates (personal)

Under Delegates (personal) you find your maintained delegates listed in a table. The case type, the user and the delegate are listed in the overview.

If you are not in the company for a certain period of time, e.g. during vacation, you can appoint a personal delegate.

This is how it works

  1. Navigate to Configuration > Custom settings > Delegates (personal).

  2. Click on the button + to create a new delegate rule.

  3. Select the case type for which you want a user to act as your delegate.

  4. Select one or more users in the Delegates field.

  5. Save.

Note

In the deputy administration for end users, the user name is configured as the currently logged in user which cannot be changed.

The administrator has access to a separate Delegates (administrative) tile where the user name is also selectable.

Note

When sending notifications to groups, the delegates are not taken into account.

Note

The configuration of delegates is also possible if d.ecs userprofile is not installed. However, the delegate rules are only applied when a user has reported absent via d.ecs userprofile.