Assign Alternates

Privilege Needed: Administrator, Manager, Project Manager, Timesheet User or Expense User

Location: The Administrator can assign alternates via the Administrator - People - List - menu <choose the person that you'd like to assign an alternate to by clicking (

)> - More Functions - Alternates. An individual user can assign an alternate for themselves via the User - Profile - More Functions - Alternates.

A user can be assigned as an alternate (or delegate) for another person. This may be useful if you need to have a 'backup' identified to perform your duties in your absense. This may also be useful, for example, if you would like to provide another Manager or Project Manager access to the same report data that you have.

The person can assign any role they have (except 'Administrator' role) to their alternate, by selecting the appropriate role for them.

Once a person is assigned to be an alternate for another person, he/she will have the same authority as that person. For example, if ADO is a Manager, Greg Barrett will have Manager access (to the same Manager info ADO has access to).

If you have been assigned as an alternate for another person (for the Timesheet User or Expense User roles only), the next time you log into the Unanet system, you will notice a new option on your menu --> Delegate. If you want to perform Timesheet or Expense Report duties for one of your alternates -- you'll need to access their information via the Delegates menu.

To perform duties as a Manager or Project Manager alternate, the alternate can access the standard Manager, Project Manager and Report menu options.

	Highlight the fields in the left column click this button to move them to the right column.
	To remove fields from the right box, highlight them and press this button.
	Since a company can have thousands of employees, the person can filter the "Available Approvers" by entering the person's "Last Name" or the "Cost Center" and pressing this button.
	Saves the current data on the form.
	Resets the value to it's default view.
	Goes back main editing page for this project.

Note: their are a number of unanet properties that can be enabled that control whether certain types of users can become alternates. An administrator can also designate entire roles as not allowing alternate assignment capability (however this feature can not be invoked via the user interface or a property setting -- contact technical support if you require assistance with this feature).