5.  Delegate Access to Another User  

Access delegation allows you to request access to another user's profile or grant someone else access to your profile. Once the request is made, an email notification is sent to the requested party. Users have the option to accept or decline this request. A link for outstanding requests is available from the My Settings area. If access is granted, users have the ability to set an expiration date and time.

To delegate access to another role or user, go to:

-       Setup (top right corner under your User name). 

-       In the column on the left, go to Personal Information, then Access Delegation. 

The user to whom access has been delegated will then be able go to the delegatee’s  user name in the top-right of eB and switch to the delegator’s login.

Grant Someone Access to My Profile

Admins can delegate their access only to other Admins.

To grant a colleague access to your profile

1. Open the Access Delegation page.
2. Click the Grant Access radio button.
3. In the Select User section, select the user(s) you want to grant access to.

Tip

1. In the Access Duration section, enter the date and time that you want access to begin and end.
2. Optionally, enter any notes about the access delegation in the Notes field.
3. Click Save.