When users leave, for some reason s/he cannot enter the system, OmniBPM provides "Agent" function so that the person in charge of it can appoint others to do the task.
Under the agent mode, the agent todo list will be wholly replaced by the list which is responsible by the former PIC, the user permission will also be completely replaced.
If you want to get back to your own todo list, you have to terminate the agent mode. It will be described in the section Start and End the agent mode.
Under the agent mode, adding/deleting private tags in the to-do list will change the former PIC’s tags. In other words, all of the changes is equivalent to the action by the original PIC.
Set an agent for yourself
At the top right of the main screen of OmniBPM, click on the small gear next to the username, enter the agent setting mdoe.
In “Agent”, click the column " User" , or enter part of the user name, select any agent from the menu, and press “add” below.
Users can set more than one agent. Qualified agents are not subject to department, grade, permissions restrictions
Set an agent for others
Users with administrative privileges can use " Management " → " internal management " interface to set up new agents for other users.
Click on " job agents " tab in the " new Agent" column, click, or enter a user name to select an agent .
Click the blue "+" number at the back to complete setting new agents .
Start and end the identity of agent
At the top right of the main screen of OmniBPM, click on the small gear next to the user name, enter the agent setting interface .
In the " Agent" menu, Click the designated users acting as agent, agent mode will be activated immediately.
Now, the to-do lists , system privileges will completely be replaced by the agent . User status at the top right corner will also display the mode of being replaced by an agent.
Once the agent work began, at the right of the “agent” menu there appears “done delegation”.
Click and end the agent mode and the user will gain back its original identity.