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
- Click on Settings in the black column on the right and select the tab Substitute.
- Click the button +New and find the user to replace you.
- 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.
- In the black column on the right, click Organisation and Substitutes.
- Then click +New at the top of the page.
- Enter which user to be replaced and which user to be the substitute.
- Enter a date range and click Save.