Delegation

You can delegate management of workflows to other client managers in your organization. This includes approving submitted billing items, or creating requests.

Duty category delegation is enabled for client managers in the client organization configuration. For more information about enabling/disabling duty categories, see Manager Settings.

  1. Click your account name.
  2. Click .
  3. Scroll to the Delegates section, or in the left menu, click Delegates.
  4. In the Enter Manager Name field, enter the client manager to delegate the duty to. When you enter text, the application automatically suggests names.
  5. Click .
    The client manager is added to the delegates list.
  6. Using the check boxes, select the duty categories which the delegate is responsible for.
    Note: Email notifications for each action in the system (if enabled) are not automatically set to 'Active' for the delegate. You must enable the notifications in the Email Preferences. For more information about this task, see Email Preferences.
  7. Click .