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Creating Designates with the Windows Client

If you would like for someone else to be able to act on your behalf, for instance, setting up meetings for you and answering meeting proposals sent to you by others, you need to set that person up as your Designate (in other products, you may have known this as Proxy). This is commonly done if you have an administrative assistant or to provide your manager agenda rights. You can have as many Designates as you like.

Choosing your Designates

(Note:To see the directions for choosing designates using the CorporateTime Web interface, see this instruction page).

Using the CorporateTime client, choose Options (or Tools if that is present) >Access Rights. You are presented with the Access Rights settings dialog.

If the name of the designee does not appear in the people list, type the name in the search box and click the green arrow icon. This will either add the name to the list or provide a selection group from which you can choose the correct name.

With the name added to the people list, select it. You can now click on the check boxes appropriate to the type of rights you wish to grant.

In the above example, Ann Onymity is permitted to see and change any Agenda meeting, event or notice that is defined as Normal, Confidential or Public. In addition, she can also see and change those similarily defined Tasks. She has no access to any item defined as Personal.

Once you've completed selecting the access settings, click the OK button. Each individual in the people list can be configured with whichever combination of rights you wish. Careful consideration of each person's need to access your Agenda will make your use of CorporateTime easier and more valuable.

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