Use this procedure to set up a substitution rule, which allows one user to impersonate another specified user and receive their system notifications for a set period. This is typically used when a staff member goes on leave.
Prerequisites
You must be an Admin user.
This feature is available in CORE Modules such as Procurement Planning, Advanced Evaluations, Contract Management, and Freedom of Information.
Steps
Set Up a User Substitution Rule
From the Home screen or a CORE Module, click the cogwheel icon in the top-right corner to access the Control Panel.
In the left-hand menu, navigate to Security > Substitutions.
Click on Add to create a new substitution rule.
Complete the fields:
Absent Person: The user that will be away.
Substitution: The user that will impersonate the absent user and receive their notifications.
Date From: The date the substitute user's access begins.
Date To: The date the substitute user's access ends.
Ignore normal role?: Select this to prevent the substitute user from acting as themselves (typically used in a chain of replacements).
Send Email to Substitute?: Select this to send an email to the substitute informing them of this authorisation.
Click Add.
Edit a User Substitution Rule
From the Home screen or a CORE Module, click the cogwheel icon in the top-right corner to access the Control Panel. In the left-hand menu, navigate to Security > Substitutions.
To make adjustments to a substitution rule such as extending the "Date To", simple click on "Edit" to the right of the relevant substitution
- Make your changes, and hit "Update"
Impersonating an absent person
Click the user icon in the top-right corner of your screen.
Click on Acting.
A list will populate showing all absent users you are a substitution for.
Select the user you wish to impersonate
Limits & Notes
All impersonations are fully auditable and can be tracked.
The Ignore normal role? option is used to allow a chain of replacements (e.g., where person B substitutes for A, and C substitutes for B).
Results / Validation
The new substitution rule will now appear in the list of substitutions.