Acting as a Delegate User

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Certify allows users (Authority Accounts) to designate other users (Delegate Users) to act on their behalf within Certify. This article shows you how use your delegate permissions to access an Authority User's account.

To act as delegate, the Authority Account must first Assign Delegate Users for their account. 

Step 1:  On your account homepage, next to My Account, click the box with your name and select of the Authority Account you would like to access from the dropdown menu. 

Step 2:  Confirm that would like to change to the Authority User's  account by clicking Yes.

Step 3: You now have access to the Authority User's account to submit expense report, approve expense reports, run reports, etc. as permissions allow. 

If you have not been granted sufficient permissions to perform a certain task in the Authority User's  account, you will receive a Permission Denied notification.

Step 4:  When you are done working as a Delegate User, you can switch back to your account by clicking the Authority User's name at the top of the page, and selecting your name from the dropdown menu.

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  • Avatar
    Alvaro Pacheco

    As the delegate, how do I know when I need to perform a function such as approve an expense report?

  • Avatar
    Kamara McGlorn

    Hello Alvaro,

    If the person you delegate for has enabled notifications on your behalf, than you will be copied on all emails sent to that person as well.

    Regards,
    Your Certify Support

  • Avatar
    Yuliya Heckert

    As EA and delighted user for my manager. How can I get email notifications when there is an inquiry on expenses? I'm already set-up with full delegated access to my manager's account. Please advise what's missing? Thanks

  • Avatar
    Candice Camfferman

    Hello,

    I will email you directly for more information.

    -Certify Support

  • Avatar
    Sylvie Luanghy

    The delegate user says permission error. How do I fix that?>

  • Avatar
    Dylan Janosik

    Hello Sylvie,

    Delegate User permissions can be configured through the Authority Account's Manage Delegate Users page.

    I will email you directly for further information.

    Regards,
    Your Certify Support Team

  • Avatar
    Nhu Banh

    As the delegate, please advise as how to approve an expense report on Certify? Thanks,

  • Avatar
    Kamara McGlorn

    Hello Nhu,

    Delegate User permissions can be configured through the Authority Account's Manage Delegate Users page. Their ability to approve, depends on the permissions they were granted.

    I will email you directly for further information.

    - Certify Support