Documentation
/ How to Add a Proxy Assignee
Click on Proxy Assignment on the side menu.
Click on Add Proxy Assignee button.
In the Select Position text field, Select which of your positions you want to assign to a proxy sender
Note: This applies to employees with more than one position, if you currently hold one position, select your current position.
In the Sender text field, Search and Select the staff you want to use as a proxy.
Activate the toggle Require Verification button if you want to verify a memo before it is sent out by your proxy assignee. This way you get to see every memo before they are sent out by your proxy.
Click the Create Button to create proxy assignee.
Click the Create & Create another to create more than one proxy, then repeat the process.
Refresh the page to view the newly assigned Proxy.
Click Cancel to cancel the whole process.