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“delegation” of users

Advanced features: “delegation” of users

 

Delegation is used to allow Captio users to temporarily perform the tasks normally corresponding to others. It is a very useful option if you want to transfer the use of Captio to an assistant, for example.

To access all the features related to delegation, click on the third tab of the "Users" section

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General overview

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Using the first two boxes, the administrator can activate the option for users to manage their own delegations, and also activate the total delegation of permission.  If the administrator allows users to create delegations, he will receive an email summarising the changes to the delegations made by users.

With partial delegation, the user receiving the permissions will be able to capture expenses and settle expenses on behalf of the delegating user. With total delegation, the receiving user can perform, on behalf of the delegating user, any action that he or she was authorised to.

The list on the Delegation screen shows the users that currently have permission to access Captio and act on behalf of other people and the number of users for whom they have delegation permits.

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To totally stop a user from acting on behalf of other users, you can delete all the delegations related to him by using the Delete button.

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Any action that is performed by a user delegated to will be saved in the record actions log with the name of the user in question.

Add a new “delegation”

 

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To create a new delegation, click on the Add Delegation button to open the wizard. Just follow these steps:

  1. Start typing the name of the user who can act on another's behalf.
  2. Select the users on whose behalf one can act by checking the corresponding boxes.
  3. Select the type of delegation to be carried out.
  4. Save the configuration, and that's it!

Once this configuration has been completed, the user in question will be able to access the accounts of those users for whom he has delegation permits.

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Access in Delegation mode

The user will enter Captio as usual, using his own username and password. To work on behalf of another user, he goes to the user menu (upper right corner) and selects the Access Another Account option.

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In a drop-down, he will be shown all the users to whom he has access. Once he selects the users he wants, he may begin to act on their behalf.

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When the work is finished, it is not necessary to log out. All you have to do is go to the drop-down menu in the upper right corner.

Are you interested in this feature? Ask our team about it

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