Sometimes you want to your colleagues to be able to send parallels on behalf of other users in your organization, or from a common email.
You want some users to be able to send onboarding parallels to new employees from a common account called "People onboarding (email@example.com)"
You need to a user to be able to send a KYC from another colleague's account because she/he is on vacation
In this case, you have to use the DELEGATES feature.
In this article you will learn:
How to allow a colleague to send parallels on your behalf
This feature allows you to assign a user permission to send parallels under another user's name. How to activate it? Well, very easy, follow my instructions:
1️⃣ Log in to the user's parallel account who has to give permission to others, so that they can send parallels on her/his behalf.
2️⃣ Go to the personal menu and click > Settings
3️⃣ In the Account section, you will see the Delegates feature.
4️⃣ Introduce your colleagues' users that you want to allow to send parallels on your behalf.
And ready! 🚀
⚠️ This functionality is not available in all plans, to activate it please write to us at firstname.lastname@example.org
How to send a parallel on behalf of a colleague
Once a colleague has given you permission to send parallels on his/her behalf, it's very easy to use it.
Every time you send a parallel, you'll see this:
Choose from which account you want to send it!