As an Admin, there would be times when you would want to manage expenses on someone else's behalf or approve reports when a particular approver is away. It can be convenient and easy to do so with Access Delegation.
This article explains the steps an Admin can follow in order to make use of this feature to take control of a Fyle account themselves so that the workflow is not affected. By assigning themselves as the Delegatee, they will be able to use the account in the same way the account owner would have.
Enabling Access Delegation
Access Delegation must be enabled in the Admin Settings page. Go to the Settings page > Admin Settings > Advanced > Account.
On this page, toggle Enable Access Delegation to Yes.
Adding a Delegatee
1. Navigate to the Manage Employees tab when in admin mode.
2. Click on the employee for whose account you would require access.
3. The employee detail form opens up, scroll to the bottom of the form to find the Delegatee option.
4. From the drop-down list, choose your own e-mail address with which you would access the account, and click on Save.
Accessing a Delegated Account
Click on the arrow beside your name in the top right corner. You will be able to see a section called Delegated Accounts under which you will be able to see the list of accounts that have been delegated to you.
Clicking on the corresponding account will directly grant you access to the user's account.
Note: An Admin can additionally make use of this feature to assign anyone else in the Organization the role of Delegatee as well.