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Add Substitute

The rights you inherit from the person you are replacing are as follows:

  • Companies
  • Queues
  • Approval rights, but it is your own signature that is used on the coding rows
  • Right to see confidential invoices of the person you are replacing
  • Coding rights specified on role forms
  • Change coding in control after approval without losing the approval signature
  • Set payment block on invoice


The substitute keeps their own search and administration rights.

How invoices are handled by substitutes is described in the article Handle invoices as a substitute.


Note!


If you are a substitute for other users, your substitute will be a substitute for them as well.


There are two different ways to add a substitute for a user in the application.

For users

Settings

  1. Click on Settings in the black column on the right and select the tab Substitute.
  2. Click the button +New and find the user to replace you.
  3. Enter the dates and click OK


For administrators

In the administration tool, the users who have access rights to roles can administer replacements for other users.

  1. In the black column on the right, click Organisation and Substitutes.
  2. Then click +New at the top of the page.
  3. Enter which user to be replaced and which user to be the substitute.
  4. Enter a date range and click Save.

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