Configure delegate for a shopper

Configure your employees as delegates to shop on behalf of someone else. For these employees, the Shopping as option is available on the Shopping Hub homepage to shop as a delegate.

Before you begin

Role required: admin

About this task

When shopping as a delegate, the user can see the previous purchases and top supplier preferences of the delegate. The user can place orders and request pricing for the catalog and non-catalog items on Shopping Hub on the behalf of the delegate.

For example, if Jo Sparks is shopping on behalf of a business owner Alan Edwards, Jo selects Alan Edwards from the Shopping as option. The scope of products available for purchase on Shopping Hub is then based on Alan Edwards' permissions and not Jo's. For all purchases that Jo submits on behalf of Alan, Alan Edwards is listed in the Business Owner field and Jo is listed in the Submitted by field.

With appropriate delegate properties, Jo can also view and act on the to-dos and approvals on behalf of Richard.

Note:

You can configure delegates to shop on your behalf only from Shopping Hub, and not from Employee Center.

Procedure

1. Navigate to All > User Administration > Delegates.
2. Select New.
3. On the form, fill in the fields.

   Table 1. Delegate form

   Field	Description
   User	The employee who the shopper can delegate as. For example, Alan Edwards.
   Delegate	The employee who can shop on behalf of the user. For example, Jo Sparks.
   Starts	The date from which the shopper can delegate.
   Ends	The date at which the shopper stops being the delegate.
   Shopping as	Indicates if the user can shop as the selected delegate on Shopping Hub. Ensure to select this check box. This field is visible only in the purchasing view.
   Approvals	Indicates if the user can have the delegate authority for approvals. Configure an approval rule for a delegate to ensure that the business owner has better visibility into the request before approval. For more information, see Configure approval rule for a delegate.
   Assignments	Indicates if the user can delegate task assignments.
   CC notifications	Indicates if the user can receive notifications.
   Meeting invitations	Indicates if the user can receive meeting invitations.

• Configure approval rule for a delegate
  Configure an approval rule for a delegate to ensure that the business owner has better visibility into the request before approval.