Work with delegates

You can allow others to act on your behalf by setting up one or more delegates. You can select one or more delegates to act on your behalf in WorkZone Client - see Add, edit, or remove delegates in the WorkZone Client User Guide.

A delegate has access to seeing and responding to your tasks from two places:

  • The Processes overview.
  • From your inbox. The person you are a delegate for can allow you access to his or her inbox in Outlook. If you have access, you can respond to smarttasks from that person's inbox.

To respond to a task of a person that you are a delegate for, follow these steps:

  1. Open the Processes overview.
  2. Open a list that contains the relevant process, for example, All active. See View a list.
  3. Expand the relevant process and right-click on the task that you want to respond to.
  4. Respond to the task.

See also Manage documents and actors on a task and Open a task from the Processes Overview.

Access to tasks

Different access rights can be defined on tasks. One of the following access rights may be defined on a task:

  • Only you can see and respond (available in the extended package).
  • You and your delegates can see and respond (default in both the basis and the extended package).
  • Everyone can see and respond (available in the extended package).

See also View who a contact is delegate for in the WorkZone Client User Guide.