Adding an alternate
Who is this article for?
Users and Administrators who need to assign an alternate
No elevated permissions are required.
An Alternate is an authorised individual empowered to view and complete assignments or tasks on behalf of another person or as part of a team.
This role proves particularly valuable when the original assignee is unavailable for an extended period, such as during a vacation, leave of absence, or any other prolonged absence from their duties. A user may designate their alternate via their Profile, or an Administrator with access to the administrative user interfaces may reassign and add alternates to a user's profile.
By appointing an Alternate, the continuity of assignments is preserved, ensuring that critical tasks are neither delayed nor neglected due to the absence of the primary individual or team member.
Verify access of alternate
Before choosing an Alternate, confirm that this user has the appropriate access to successfully complete the assignments. Alternates do not automatically inherit roles or reporting authority access.