A Director can grant someone else (ex. administrative assistant) access to their account in order to interact and issue rewards on their behalf.
Good to know
- Director Account Sharing must be enabled before any director accounts can be shared
- The director's employee profile must be flagged as a director
- Only one person can be provided with access to the director's account at a time
- Any financial reward initiated from the director's account will debit the director's budget, not the designee's
How to enable director account sharing
- Login to your Administrator account
- Click the Employees tab
- Click the Settings cogwheel
- Set Do you want directors to be able to share access to their account? to Yes (default)
- Click Save
How a director grants someone else access to their account
- Director logs into their Employee account
- Clicks the Account Details cogwheel
- Clicks Account Access in the left nav menu
- Clicks inside the Grant account access to box
- Types the person’s name until recognized, then selects it
Note
An admin can do this, with express permission from the director, by impersonating the director from the admin portal
How a director revokes someone else access to their account
- Director logs into their Employee account
- Clicks the Account Details cogwheel
- Clicks Account Access in the left nav menu
- Clicks Revoke Access
Note
An admin can do this, with express permission from the director, by impersonating the director from the admin portal
How an authorized employee can access a director's account
- Employee logs into their own Employee account
- Clicks the Account Details cogwheel
- Clicks Access Login List
- Clicks Login as User for the director they want to impersonate
- To return to their own account, the employee clicks Back to My Account in the top right margin
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