Inhaltsverzeichnis anzeigen Diese Seite drucken

Previous topic

Next topic

Managing deputies

All Impact Ordering users can select another user in the system to act as their deputy while they are absent. When the deputy function is activated, the selected user can log on as a deputy via his lobby and carry out all the duties of the user for whom he is acting as deputy for the duration of the period specified. The deputy does not have to have the same rights as the user for whom he is acting as deputy. See Acting as a deputy for more information.

Company administrators can also assign and activate deputies for all users belonging to companies that they are authorized to administrate.

Viewing a list of deputies

  1. On the User administration page, click the Delegations link.

    The Delegations list is displayed. Select the menu item Help to display detailed information about this page.

    Note: The list only displays users for whom a deputy has been assigned at least once. If a user or his company administrator has never assigned a deputy, the user is not displayed in the list. Users can assign a deputy in their profile and company administrators can assign a deputy in the user profile.

  2. Click the Active tab to view a list of users for which the deputy function is currently activated or the Waiting tab to view a list of users for whom a deputy has been assigned but the deputy function is currently not active.

Assigning a deputy

  1. In the Delegations list, click the icon next to the user for whom you want to assign a deputy. If the user is not displayed in the list, open the user profile for the user (see Creating and editing users).

    The user profile is displayed.

  2. Click the Delegations tab.
  3. Enter a Start date and an End date to specify the period during which the deputy should assume the user's duties.
  4. From the Deputy selection list, select the user who should act as deputy.
  5. From the Reason selection list, select the reason for delegating the duties to the deputy.
  6. Activate the check box Deputy activated (absence) to activate the deputy function immediately. You can deactivate the function at any time by deactivating this check box.

    Note: When you deactivate this check box, all other entries are cleared and the user is displayed in the Delegations list with the status Done.

  7. Click Save.

    The user and deputy are now displayed in the Delegations list with the appropriate status. As soon as the deputy function has been activated, the selected deputy receives a corresponding message in his lobby.

See also

Roles and rights

Standard authorization sets

User management pages

Creating and editing users

Creating contact persons

Enabling users to register themselves in the system

Disabling user access

Creating and editing user groups

Creating and editing role sets

Defining responsibilities

Defining approval rules and roles