This knowledge base article is for version 2.0 of our product. For settings related to version 1.0, Click here.
Enables selected users to connect with other organizations. This can be useful when a user is already part of another portal but needs access to secondary portal as well. With this setup, when the user logs into their portal, they will have the option to switch to the portal they have been given access to with the role they are assigned.
Only follow steps 1-3 if you are the user setting delegated access up. Skip to step 4 if delegated access has already been set up in the portal.
- Navigate to delegated users section within your Admin Centre - Click Here
- Select 'Add User'
- Populate the display name and email field, selecting which role you wish to assign
- To switch organization, click on the users email in the top right of the portal, then select "Switch Organisation”
This will open a table in the middle of the screen showing you what organizations you have access to. From here you can select which organization you would like to connect to.