Index
Speaking of Substitute Users...
This substitute user feature enables, for a certain period, a (substitute) user to perform the tasks of another user (substituted). The registration of various substitutes for a given original user is permitted, even if it is for the same period. However, a user can only be a substitute of the same source user once.
It is possible to define for which processes the user will be responsible to carry out the tasks of the substituted user. It is also possible to consult the process requests in which the user participated as Manager or Substitute.
LEARN MORE
Expand/hide additional information.Basic Path
01. In the main menu, click Control Panel.
02. In the General tab, click Substitute.
03. Click Add.
04. Enter the requested information.
05. Click Configure.
06. On the chart Available Processes, select the processes that should be considered in the substitution and drive the arrow to the right side to send it to the Selected Processes chart.
07. Click Confirm.
08. Click Save.
Alternative Path(s)
Edit Substitute User
01. Select the substitute user to be edited.
02. Click Edit.
03. Change the desired information.
04. Click Save.
Delete Substitute User
01. Select the substitute user to be deleted.
02. Click Delete.
03. Click Confirm.
Please note!
This documentation is valid from the 1.5.10 update. If you use a previous update, it may contain information different from what you see on your platform.