Adding assistants

In Declaree, it's possible to assign assistants to a user, granting someone access to another person's account without the need to exchange login credentials.

  1. Go to the user's profile: Navigate to Admin> Users and click on the user who needs an assistant.
  2. Add assistants: Within the user's profile, go to the 'Workflow' tab and locate the 'Assistants' field. Enter the email address of the person who will serve as the assistant.
  3. Save: Make sure to save the changes.

From this point, the assistant can log in as the other person by clicking on the profile at the top right and selecting "login as".

When the assistant is done with the tasks, they can click on the profile again at the top right to log out. The user will then automatically return to their own profile.