Nominate Delegate In Account Preferences
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Last updated
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At BalkanID, we understand that efficient management of responsibilities is key to maintaining productivity. To help streamline your workflow, we offer the "Nominate Delegate" feature within the Account Preferences tab. This feature allows you to delegate the management of reviews created via campaigns or access requests to a designated person of your choice. Here’s how it works and how you can set it up.
The "Nominate Delegate" option enables you to assign a delegate who will automatically receive any new reviews created via campaigns or access requests. This ensures that even in your absence, your reviews are promptly attended to, maintaining the flow of work without interruption. This feature is especially useful during periods of high workload or when you are away from the office.
The delegation works in two key scenarios:
New Reviews Created: Any new review generated through access requests or campaigns will automatically be assigned to your nominated delegate instead of coming to you.
Reassigned Reviews: If any review initially assigned to you is reassigned, it will directly go to your nominated delegate if you have activated this option.
To activate this feature, follow these simple steps:
Log In: Sign into your account on the BalkanID platform.
Navigate to Preferences: Go to your Account (from the profile icon from the top right) > Preferences tab from the dropdown.
Select Nominate Delegate: Here, you can choose a delegate from a list of your colleagues.
Select Start And End Date: You must select a start and end date for the delegation. You can choose to have specific dates or choose indefinite starting and ending dates.
Save Your Settings: After selecting your delegate, make sure to save your preferences to ensure that the changes take effect immediately.
