System ➔ Setup ➔ Security ➔ Delegation
You can gain access to Exact Synergy Enterprise using the identity of another person through the delegation of access rights feature. This feature is useful as it allows you to carry out the duties of your colleague while he or she is away. Apart from assuming the identity of other people, you can also assume the identity of another reseller, supplier, or customer who has access rights to the system. Additionally, you can also assign your access rights to other people.
When you take over another person's identity, you can execute his/her tasks and view or access his/her personal information, such as private workflow and Person (Specific) documents (documents with security level 100).
To gain access to the delegation feature, you need to have the following function rights:
Notes:
The information in this document is based on product update 249.
Click this to obtain a list of people involved in the delegation of access rights. For more information, see Delegation list.
Click this to save the settings.
Click this to exit.
This displays the name of the user who is currently accessing the system.
This displays the name of the actual user who is using the identity of the current user to access the system.
Select the person you want to define the delegation settings for. You can select this person to assign his or her access rights to another person and/or to assume the access rights of another person, reseller, supplier, or customer.
This displays the list of people who were assigned the rights of the selected people. Click Add to add another person to the assign list. To delete a person from the list, click the icon under the Delete column.
This displays the list of people whose rights were assumed by the selected people. Click the icon under the Assume column to gain access to the system using the identity of the person. Meanwhile, you can also assume the identity of another person, reseller, supplier, or customer directly by clicking the Person, Reseller, Supplier, or Customer button, respectively. However, you need to have specific rights to do this. For more information, see Overview of function rights.
Click this if you want to assume the identity of another person. Next, select the person.
Click this to assume the identity of another reseller. Next, select the reseller.
Click this to assume the identity of another supplier. Next, select the supplier.
Click this to assume the identity of another customer. Next, select the customer.