10 Dec Share Your Accounts While Out-of-Office

When you go on vacation and you set up an auto response email to notify your clients of your absence, it’s pretty simple right? Have you ever asked yourself, “I wish I could share my accounts with a colleague while I’m on vacation just as easily.”? Well, now you can!

The Share Your Accounts feature allows you to temporarily grant a colleague access to your user account within the ERP system. It’s like handing over the keys to your office for a specified period, ensuring that critical tasks can continue without interruption. Instead of sharing your login credentials (which can be risky and against company policy), you can provide secure access to your account directly through the system.

It’s simple and efficient! Here’s a step-by-step look at how you can set it up:

Navigate to your profile and click on Preferences.

In the Preferences menu, find and click on the Sharing tab. This is where you can manage all your sharing options.

Go to the Sharing tab, then Accounts

Click the  icon on the far right to begin adding a user

Type the users name you’d like the share your accounts with in the search bar.

Select them and click Save. The person will now have access to the account.

The Share Your Accounts feature is designed to keep your work life balanced. You get to take time off or manage unexpected absences without the stress of pending tasks piling up. Your colleague gets secure, temporary access, and your business keeps running smoothly.

It’s a win-win for everyone! Next time you’re planning some time off, don’t forget to set it up and enjoy a worry-free break.

To learn more about this feature, reach out to our amazing support staff and they can teach you how everything works!