Acting as a Delegate User

Follow

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.

Was this article helpful?
4 out of 4 found this helpful
Have more questions? Submit a request