edoc invoice User Guide
edoc invoice User Guide
Breadcrumbs

Define a delegation in case of absence

This function is only available in conjunction with edoc workplace.

If you participate in workflows that are assigned to you as a personal task, you can specify a delegate for planned absences. You can specify a person or a group as a delegate. The delegate then receives all workflow tasks that are assigned to you personally.

Temporary inheritance of permissions to the delegate

If you specify another person or group as a delegate, the delegate receives all the necessary permissions to complete the task. The permissions are only granted for the duration of the delegation.

If you use approval policies for cost centers, the corresponding permissions are also temporarily inherited.

There is no inheritance of permissions for limit approval.

The permission to display all tasks of a company in the task overview is not inherited.

If you have any questions, please contact your administration.

If you are absent for a specific period, you can enter the start date and end date. You can also specify the delegation for an indefinite period.

Here's how

  1. Click on your name next to the profile picture to open the user settings.

  2. Click on User settings to display the delegation settings.

  3. Next to the workflow for which you want to define the delegation, click either in the Group or Individual field to specify the delegation.

    1. Group: Shows all the groups you are a member of.

    2. Individual: Displays all persons in your organization.

  4. Enter the period for the delegation by selecting a date under Start and End. If the period for the delegation is unclear, do not enter a date and activate the entry under Active without end date.

  5. Click on Save in the ribbon.

Things to know

You can also specify a personal delegate who does not normally work in your company.

If necessary, please enquire in advance whether the person who is to represent you also works in your company. If the delegate does not work in the company, please inform your administration in order to find a solution for your delegate.

Your delegate requires the same permissions to process the task.