Who is a Delegatee?
Let’s say, Employee X is going on leave for a certain number of days. He/she can choose another person, say Employee Y, to handle his/her Fyle account on their behalf for that time period. In this scenario, Employee Y will be the delegatee of Employee X. Employee X will be the Delegator.
How to enable Delegation?
The delegation must be enabled by the Admin in the Organization Settings page.
Go to the Settings page. Under the Organization section, go to the Configuration tab. On this page, toggle Enable Access Delegation to Yes.
How to assign a Delegatee?
You’ll be able to assign a delegatee when the same has been enabled by the Admin in the Organization Settings page. If in case it’s not enabled please contact Fyle admin. (You can find your Fyle admin/s by clicking the Support icon beside your name on the top navigation).
To assign a Delegatee, go to your Profile Settings page. In the Organization page, fill the Delegatee section. You have to select the Name of the employee, choose whether the duration is Permanent or for Short Term.
If you choose duration as Permanent, you’ll be asked to only select the From date, like this the delegation of your account will only start on the date mentioned in the From date.
A Holiday Delegatee, is a user who manages the account on their delegator’s behalf, can perform all the actions that the delegator would be able to do from their account, for the duration of the assigned time period.
A holiday delegatee can be assigned for a limited time period or can be assigned permanently. Permanent delegation makes sense when the delegator wishes to have someone like a Personal Assistant handle the account on their behalf.
After the assigned time period elapses, the delegatee privileges will automatically be revoked.
How to assign a Holiday Delegatee?
Once Access Delegation is enabled by the Admin, any employee of the org (Delegator) will be able to assign any other employee as their Holiday Delegatee.
To assign a Holiday Delegatee, go to your Profile Settings page. In the Organization page, fill the Delegatee section. You have to select the Name of the employee.
In this case, you need to choose duration as Short Term Delegation, you’ll be required to enter both the From and To dates.
Once the delegator assigns their privileges to the delegatee, the delegatee will receive an email notifying the same.
Now, when the delegatee goes to their Fyle account, they’ll be able to see their Delegators under the Delegatees section when they click their profile tab on the top bar.
The delegatee can then switch to their delegator’s account by selecting the Delegator’s name in the profile tab. After switching to the delegator’s account, they can perform all the actions on their behalf. The word Delegating under the Profile Name denotes that you are performing actions on their Fyle account.