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AVEVA™ Contract Risk Management - Company Portal

Perform tasks on behalf of the delegator

  • Last UpdatedApr 23, 2024
  • 2 minute read

Perform tasks as the delegator

  1. Click the fa-user User Profile icon on the navigation bar to open the user menu.

  2. Click Work on behalf of and select the user on whose behalf you want to work from the menu.

    The delegator's home page is displayed.

    The User Profile icon on the navigation bar is changed from a single user fa-user to multiple users fa-users, and the name of the user you are working on behalf of is shown with a red background when you click the User Profile icon to open the user menu.

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Return to working as yourself

  1. Click the fa-users User Profile icon on the navigation bar to open the user menu.

  2. Click Return to own workload.

    Your own home page is displayed.

    Note When you are signed in as the delegator you can access all areas of AVEVA Contract Risk Management as the delegator with all the delegator's permissions and access. You cannot however access the delegator's User Settings.

    Note If a user is assigned a task while they have delegated their authority to another user, the delegate receives a notification email.

    Tip Navigate to the My Current Tasks page. A list of all tasks that are assigned to the delegator are displayed. See My Current Tasks dashboard for more information.

    Warning You cannot use the File Assistant (The File Assistant) to edit documents when you are performing the task on behalf of another user. Instead check the file out, edit it, and check it back in manually.

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