Adding Delegated Users
You can allow a user to act as a delegate for you by adding that user to your delegated users list. Your delegated users gain owner access to the records owned by you. User delegation is a useful feature that allows users who support multiple people to see all of the records belonging to those people. Your company administrator typically enables this feature.
NOTE: Your company administrator can also appoint delegated users for you. For more information on how company administrators appoint delegated users, see Adding Delegates for 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 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.
Related Information
About User Delegation
|
