Brightflag’s Invoice Delegation feature allows Admin users to temporarily assign invoice approval responsibilities to another user during absences, such as vacations or sick leave.
🔹 How It Works
Assigning a Delegate
Admin users can assign a delegate via the User Management page:
1️⃣ Navigate to Menu > Admin Settings > User Management
2️⃣ Select the user requiring delegation
3️⃣ Choose a delegate from the list of eligible users
4️⃣ Set the start and end dates for the delegation period
5️⃣ The changes will save automatically
📌 Note: Delegates must have the same or higher approval limits as the original user.
🔹 Delegate Permissions
✔ View and act on their own invoices
✔ Access & approve/reject invoices assigned to them within their approval limits
🔹 Email Notifications
🔔 Delegates receive automatic notifications when:
✔ They are assigned as a delegate
✔ Their delegation period is updated
✔ A new invoice is assigned to them for review
📩 Sample Email Notification:
"You have been delegated to review invoices on behalf of Joe Bloggs for the period 04 - 10 Oct 2024."
🔹 Preventing Delegate Conflicts
🚨 A delegate cannot be assigned if they are already delegated for another period.
💡 Error Message: If a conflict occurs, an error will block the action.
🔹 Can the Original User Approve Invoices During the Delegation Period?
❌ No. Once a delegate is assigned, they assume all invoice approval responsibilities until the delegation period ends.