|
Personalizing Your Application > Adding Delegated Users
Adding Delegated Users
User delegation allows a user who supports multiple people to see all of the records belonging to those people. If your company administrator has enabled the user delegation feature and your user role has been set up for user delegation, then you can allow a user to act as a delegate for you by adding that user to your list of delegated users. Your delegated users gain owner access to the records owned by you.
Your company administrator can also appoint delegates for you. For more information on how company administrators appoint delegated users, see Managing Delegated Users (Administrator).
To add delegated users
- In the upper-right corner of any page, click the My Setup global link.
- In the Personal Profile section, click the Personal Profile link.
- In the Personal Information section, click the My Profile link.
- Scroll down to the Delegated To Users section, and click Add Users.
NOTE: If the Delegated To Users section is not visible on your Personal Detail page, click Edit Layout in the upper-right corner of the page, and add the Delegated To Users section to your page layout. If the section is not available to add to your page layout, then contact your company administrator.
- In the Delegated Users Edit page, click the Lookup icon to select the users that you want to add to the Delegated Users list.
- If values are defined in the Delegated User Roles field, then you can optionally select a delegated user role for each user.
- Click Save.
Related Topics
About User Delegation
|
