Representative rules
In some cases you need to give other people access to your processes. This can be helpful, for example, if you are on vacation for a few weeks and the work is taken over by a colleague during this time.
It can also happen that you want to give an assistant the opportunity to work on your processes.
For such cases, linqi has the option of inserting representative rules. To add or delete a representative rule, follow the steps below:
- Navigate to the personal dashboard by clicking on the linqi (or your) logo in the side navigation. This is always located within the box above the navigation buttons.
- Click on the button for representative settings () on the top right-hand side
- A panel opens in which the representative regulations are displayed and new ones are inserted
To add a new representative rule, click on the Add representative button. You can now define the details of the representative using the fields:
- Representation
Enter the person who should have access to your processes here. - Valid from
Here you can optionally select a date from which the rule becomes active. This could be the start of your vacation, for example. - Valid until
Here you can optionally select a date until which the rule is active. This could be the end of your vacation, for example.
Click on the Save button at the bottom to activate the new rule.
To ensure that linqi always reacts quickly, representative rules are cached temporarily. It can therefore take up to 20 minutes for the new rule to become active.