Adding Delegated Users
You can have a user impersonate you by adding that user to the delegated users list. This is a useful feature if a user who supports multiple people wants to see all of the records belonging to those people. Your company administrator typically enables this feature.
NOTE: To delegate users on your behalf, an administrator requires the Manage Users and Access - Manage Delegated Users privilege.
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 Users section, and click Add Users.
NOTE: If you do not see the Delegated Users section, your company administrator can add it to your view.
- 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 you want to designate a role for this user, select a role from the Delegated User Role picklist.
- Click Save.
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