Neo1 supports the delegation of a users Neo1 account to another user, allowing another user full access into their account to perform duties on their behalf.
Note: For arranging travel on behalf of others, please see the article on Arranging Travel for others as the supported method for this process.
Creating a Delegation to another user
To delegate you Neo1 account to another team member in Neo1, follow these easy steps:
Step 1: Log into Neo1 as yourself and access the profile area by clicking on the three dots next to your initials. Click Delegations.
Step 2: Click on New Delegation to begin creation
Step 3: Choose the user you wish to grant account access to, and set start and end date. This is useful to plan for upcoming holidays or absences. Click Save when finished.
Step 4: Your delegation is now complete. The account access you have assigned to others will be displayed in this window. You can follow this process again to add additional delegates if required.
Working on behalf of another user
If you have been granted access to the account of a co-worker and wish to access their Neo1 account, follow these simple steps to work on their behalf:
Step 1: Log into Neo1 as yourself and access the profile area by clicking on the three dots next to your initials. Click Delegations (screenshot above)
Step 2: You will see the account access you have been granted under the tab Delegations Assigned to me. For the chosen account, click Log In As
Step 3: You will now be taken to the chosen users Neo1 account. You will be setting into their profile as if you are them and will have access to all functions. Neo1 will remind you that you are logged in on behalf of someone else in the top right hand side of the screen.
Step 4: To end the Log as session, click on the three dots in the profile are and select Quit Log As. You will be taken back to your own Neo1 account.
Neo1 has built in restrictions to block the approval of a users OWN expenses. Is it not possible for an approver to delegate their account to a user they supervise for this reason. Also, when a transaction is approved, consistency checks are made to ensure the person approving is not the original submitter.