How to Enable and Use Delegate Access
An admin must toggle the feature on within admin settings
We intentionally created this feature to have several steps to make sure users are fully opting in to someone impersonating their account, given the sensitive nature of some content within Leadr
Once toggled on, anyone in the organization can list the people they want to give access to their account
Once saved, the user given delegated access will the "Log In as..." option in their task bar on the left-hand side of their dashboard
After selecting "Log In As..." a new module will appear, giving them the option to select the user they wish to impersonate, and their account will display in a new window
Other Notes
Given the authority delegate users have, we advise to carefully consider who you give access to
Delegate access users will not have access to reviews and settings
Common Use Cases
Executive admins/assistants
Creating meeting agendas
updating goals