Delegate a User
- 12 Sep 2023
- 1 Minute to read
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Delegate a User
- Updated on 12 Sep 2023
- 1 Minute to read
- Print
- DarkLight
- PDF
- New
Article Summary
This article explains how to delegate a user to your Dialpad Meetings account, allowing them to schedule meetings on your behalf. To do this, navigate to the Account Delegates section and add the user's email address. Once linked, Executives Assistants can also schedule meetings for their delegated user via One Click Scheduling. This ensures that the correct meeting room link is provided every time and that they can manage the meeting as the organizer. Changes can be made to the meeting or agenda as needed.
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Delegate a User to your Dialpad Meetings account to let them schedule meetings on your behalf.
Curious how this works? Let's get into the details.
Who can use this feature
To link a user to your account, you'll need a Dialpad Meetings Business license. Delegated users, however, can be on either a Business or Free license.
How to Delegate a User
From the Dialpad Meetings dashboard, navigate to Account > Delegates
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Select Add a linked user and enter the user's email address
Enter the email address of the person who you would like to link accounts with and click Add delegate.
Now, under the Delegates section, you will see the connection.
Dialpad Meetings will send an email confirmation to your linked user, then they can toggle between themself and your user profile.
Linked users can hover over their profile picture and select Delegates in the pop-up menu to switch.
Note:
Even though the accounts are connected, delegated users cannot change your Dialpad Meetings password, access your payment method or history, or add other linked users to the account.
Remove a Delegate
To remove a Delegated User, simply click the red 'Remove' text beside your Delegate's email address.
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Meeting Delegation for Linked Users
Once the accounts are linked, Executives Assistants (EAs) can also schedule meetings for their delegated user via the Dialpad Meetings Google Calendar Add-on. One-click scheduling ensures that not only the correct meeting room link is provided every single time, but that they can also manage the meeting as the organizer. Furthermore, the EA can make changes to the meeting or agenda as needed.
Learn all about Meeting Delegation here.
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