Summary:

This article provides information about backup users.

Who is a backup user?

A backup user is a user who will execute actions on behalf of another user. The backup user is typically pointed to a user when the original user is on vacation. When the task’s original recipient gets a task to execute, that task will be redirected to the backup user.

How to check the user rights of the Backup person?

There is a setting for backup person's user rights in P2P Admin.

The below setting can be checked from the Settings tab in P2P Admin mode.

Original task recipient's user rights:

• The backup user will inherit the user rights of the original user.
• Who can be chosen as a backup user?
  • The user list has users who have at least the same permissions to the same organization units as the original user.

Backup person's user rights used:

• The backup user should have at least the same user rights as the original user.
• Who can be chosen as a backup user?
  • The user list has users who have at least the same permissions to the same organization units as the original user.

NOTE: 1. Backup user has a period of validity that is a timeline when all tasks are redirected to her/him.

2. When a task is transferred from the original user to the backup user, the task will continue to be accessible by both users (original and backup). While the task is indeed transferred to the backup user, the original recipient will still retain visibility and the ability to carry out actions on the task simultaneously.

 

How to set a backup person from Personal Mode:

 

• Open the user settings tab.

• Add the backup person as per requirement.