Shared Accounts for Different Tasks
Creation date: 18/7/2024 3:26 pm
Updated: 18/7/2024 3:30 pm
In Engage there are multiple areas where the number of approvers for certain tasks are restricted, such as Uniform or Capex. This is to ensure that the responsibility falls directly on each person at every approval level (rather than a shared responsibility that may not get acted on if there are multiple individuals accountable).
However, we can understand that sometimes this does not quite work for what you need. One way that Engage customers have made the approval function more flexible for their needs is to create a new Engage user / employee called something generic (EG: "Uniform Approver") and shared that account amongst the people that will need to approve the uniform requests as they come in. This "Uniform Approver" account will have basic information and minimal authorities, but their name can be put against the Approver field as required.
Though we do not usually condone sharing user accounts, if the primary purpose of the account is to complete a single task and does not have any confidential information attached, then the risk of a shared account can be minimised if it works for you. But we still recommend keeping your shared password secure.👍
The only thing to note if doing this is that in the Change Log you will be unable to specific which user who is using the shared account had made a specific change.
If you are interested in learning more about the different roles at Company level, please click here.
If you are interested in learning more about the different roles at Branch level, please click here.
We also recommend this process if you are interested in creating a Kiosk User for a shared tablet. To learn more about Kiosk Users, please click here.
Do you have any creative ideas you would like to share? We would love to hear from you! Feel free to reach out to support@engagesolutions.co.nz to share your ideas with the Engage team.