Gen2: how to add a substitute user?

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  • Updated 3 years ago
How to add a substitute user?

(Originally posted by rmoore)
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Posted 3 years ago

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Hi,

Thank you for using Replicon Community.

A Substitute User is setup so that this User (the Substitute) can perform some actions on Web Timesheet on behalf of the actual User. It can be tasks like approving a Timesheet / Time Off and Expense, or for entering time and expenses on his behalf.

A User can setup a Substitute User for himself by following the steps listed below:

  • Click on your name located at the top right hand side of the screen.
  • Click on Settings.
  • In the Edit User Preferences screen, click on Substitute Users in the left menu.
  • In the Substitute Users for (users name) page, click on Add. (refer attached image)
  • Select the substitute user from the drop down list.
  • Specify the Start Date and End Date to mark a duration of substitution.
  • Specify what permissions should the substitute user have while accessing as a substitute.
  • Also, specify what notifications of the actual user has to be forwarded to the substitute user. (refer attached image)
  • Click Save.




However, the above steps are possible only if this user has the permission to assign a Substitute User. To enable a user with the permission,

  • Click on the Administration tab in the top menu.
  • Click on Permissions in the side menu.
  • Click on the edit  icon beside the permission of the user.
  • Click on the + sign beside Settings to expand it.
  • Put a check mark beside Substitute User to enable it. (refer attached image)
  • Save the permission.


An Administrator can setup a Substitute User for any user in Web TimeSheet if the Administrator has the specific permission enabled.

  • Click on the Administration tab in the top menu.
  • Click on Permissions in the side menu.
  • Click on the edit  icon beside the permission of the user.
  • Click on the + sign beside Administration to expand it.
  • Locate Substitute Users under the Users section (refer attached image)
  • Put check marks beside Substitute User for View and Edit.
  • Save the permission.

 

If the above permission is enabled, we can setup a Substitute User for another user by following these steps.

  • Click on the Administration tab in the top menu.
  • Click on Users in the side menu.
  • Click on the edit user icon beside the users name.
  • In the Edit user screen, click on the Advanced tab.
  • Scroll down to Substitute Users. (refer attached image)
  • Click on Add Substitute User button.
  • Specify the user who would be the substitute user, by selecting the username from the drop down.
  • Specify the access level.
  • Enable or disable e-mail notification forwarding
  • Click on Done.
  • Click Save.


After a Substitute User has been set up for a user, the substitute user will get to see an additional option on the log in screen, to either continue logging in as himself or select the name of the user for whom he is the substitute.
If the user continues to log in as himself, he can still log in as the substitute for the other user, using the Switch user option located at the top right hand side of the screen.
 



Thanks,
Lingaraj




(Originally posted by Lingaraj Dharwad)