Delegates
In this article
Purpose
Assigning a delegate
Video references
FAQs
Purpose
If you plan to be out of office, you can assign a Delegate to take care of your PMWeb tasks while you're away.
Assigning a delegate
The following steps guide you through assigning a delegate in PMWeb.
0. Log into the PMWeb Production system.
Log into the PMWeb production system here. If you are unable to login, reference our Help page.
1. Navigate to Guided Help and select System Help.
It is best practice to use Guided Help when assigning Delegates.
From your homepage, expand the blue navigation bar by clicking the carrot ">" under the PMWeb logo.
Then, click on "Guided Help". In the pop up menu, expand "System Help" and click on "Out of Office Delegation".
2. Navigate to the Settings menu.
Use the arrows in the top navigation bar to scroll all the way to the right. Click on "Settings".
3. Access the Delegates menu.
Click on "DELEGATES", located in the gray box on the left of the screen.
4. Add a Delegate.
Click "Add" in the table toolbar
Select Level
Select Role
Select Delegate
Select records to which this delegation will apply
Select an End Date
Add notes if needed
Click "Save"
5. Activate the Delegate.
Hold down the CTRL button on your keyboard and click on the line you entered.
The line will turn gray to indicate selection.
Click on "Activate Selected" in the table toolbar.
6. Confirm delegation.
Review the delegation details
Select whether the delegate will receive email notifications, onscreen notifications, both, or neither.
If correct, click the "Save and Exit" icon.
Video references
Below is a supplemental video showing the the process listed above.
Adding a Delegate
This video has no audio. If it's blurry, click the cog icon and select 1080p (HD).
FAQs
Below are some frequently asked questions. If you have a question but don't see it listed here, fill out a website help form and we'll add it.
How can I tell if my delegate assignment went through?
You will see an onscreen message confirming that your delegation went through.