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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

  1. In the upper-right corner of any page, click the My Setup global link.
  2. In the Personal Profile section, click the Personal Profile link.
  3. In the Personal Information section, click the My Profile link.
  4. 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.

  5. In the Delegated Users Edit page, click the Lookup icon to select the users that you want to add to the Delegated Users list.
  6. If you want to designate a role for this user, select a role from the Delegated User Role picklist.
  7. Click Save.

Published 05/11/2007