Visitly allows you to assign user delegates to receive important notifications on behalf of specified users, ensuring seamless information flow, effective communication, and keeping key contacts informed.

Adding A User Delegate

1. Navigate to Users > User Delegate.

2. Click Add Delegate in the top-right corner of the page.

3. Fill in the fields in the Create User Delegate for Notification popups.

 ⭐ Note:  Only registered users in the system can be assigned as delegates. For more details, refer to Import Users & Hosts.

4. Select Yes if you wish to skip notifying the delegate in the host’s absence; select No to ensure the delegate always receives notifications.

5. Click Save to complete the setup.

Deleting A User Delegate

1. On the User Delegate page, locate the delegate you wish to remove.

3. Click Yes to confirm deletion.