In Workvivo, you can set up a delegate so that a colleague can switch to your profile if needed and post on your behalf on desktop.
Device(s): Desktop
Roles / Permissions: All users can add a delegate
Setting up a Delegate
In Workvivo, you can set up a delegate so that a colleague can switch to your profile if needed and post on your behalf on desktop.
Note: When they switch to your profile, they will inherit your role
To add a delegate:
- Sign in with your Workvivo credentials
- Go to User Menu
- Click "Edit My Profile"
- Click "Delegated Users"
- Click "Add Delegate"
- Select a colleague from the drop-down list
- Click "Add"
- They are now set up as your delegate
How do I post on behalf of a Colleague / switch to another Account?
To post on behalf of someone else, they must set you up as their delegate first. Once you're set up, to access their account, you can:
- Sign in with your Workvivo credentials
- Go to User Menu
- Click "Switch Account"
- Choose the Delegate / Service Account you want to switch to
In this example, Helen has added Kate as a delegate.
How do I switch back to my account?
To switch back, go to User Menu and click "Switch Account to "
You can also click on the avatar on the bottom left hand side of the screen.
How do I know who has switched to my account?
There is a record of when colleagues switch to your account. These can be found under Delegation Logs.
If the profile hasn't been accessed by any delegate yet, there will be no record in the Delegation Logs section.
Note:
If you have your Slack account connected, please note that your delegate cannot access your Slack or Slack messages whilst switched to your account.