Client Delegates Report
This report produces information regarding client manager delegates.
Delegates for a client
manager are configured in the manager's user account. Delegates can be added by the MSP,
or by the client manager delegating responsibility. For more information about adding a
delegate, see the following topics (based on your role):
- MSP - Add a Delegate
- Client Manager - Delegation
This report produces the following columns:
- Manager Name
- User Status
- Delegate Name
- Delegate Email
- Delegate Type
| Field | Description |
|---|---|
| Manager | Select the client manager name associated with the engagement. This field is set to 'All' by default. |
| Delegate Name | Filter the report output by a specific delegate. This field is set to 'All' by default. |
| User Status | Filter the report output by the user status of the delegate. You can select either Active or Inactive. |
| Select Columns | Select the columns to include in the report. |
| Show Managers with Delegates Only | Select the check box to only display client managers that have client delegates assigned to them. |