Add a Delegate
Note: Email notifications that are triggered by
actions are not automatically sent to a delegate. Each notification (or all
notifications) must be enabled for delegates on the client manager record. For more
information about enabling delegate notifications, see Enable Email Notifications for a Delegate.
- Navigate to the Clients page on the Configuration view.
- Click the Users tab.
- Using the search function, locate the client manager to add the delegate for. For more information on the search function, see Search for Users.
- Expand the Associated Delegate List section.
- Click .
- Click .
-
In the Manager Name field, type the name of the
delegate.
The application automatically suggests manager names associated with the client organization.
- For billing approval delegation, select the Billing Approval check box.
- For requisition management delegation, select the Request Management check box.
-
Select the Master Budget Visibility check box to allow
the delegate to view master budget details for the request/engagement.
Note: You must select one delegation type for a delegate.
- Click .