User Email Delegation

Delegate Email
The TouchPoint Admin (or a user with Manage Emails role) can delegate a user permission to email on behalf of another user. Both the person sending the email and the person on whose behalf it was sent will be able to view those sent emails. Users must have the role Access in order to be allowed to email on behalf of another user. You can actually delegate several users permission to email on behalf of another user.

Caution

Make sure that both users have different email addresses.

Tip

Consider creating people records for your ministries and allowing staff members to email on behalf of that ministry.

See also

Ministry Records

To Delegate a User

Step 1
Go to Administration > Manage > Communication > User Email Delegation
Step 2

Click + Add New User who Can Email

If there are already users with permission to email for another user, you will see the list of names.

Step 3
  • Find the person who will email on behalf of another user by entering part of the first name, a space, and part of the last name, and then click Search.
  • Click the select link beside the name. Do NOT save changes until you have selected both users.
Step 4
  • Find the person for whom you want the selected user to email for.
  • Click the select link beside the name.
  • Now press Save Changes.
  • If you need to select more than one user for the selected person to email for, continue the process of searching and selecting before you press Save Changes.

Note

The person at the top of the list is the person who can email on behalf of those listed below them in the list. Use move to top if you need to change the order.

http://files.tpsdb.com/hope.1308160929.SearchSelectPerson.png

To Remove Permissions

Step 1
Find the user in the list and click on their name
Step 2
  • Uncheck the boxes beside those in the list for whom you wish to remove permission to email on behalf of.
  • Click Save Changes

To Email on Behalf of a User

Here’s what the user will see when they want to email for another user:

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  • The first name in the list will be the user’s name.
  • The other names are users for whom they can email.
  • The email will appear as though it was sent directly from whomever they select.

Tracking Emails Sent on Behalf of Another User

If you sent emails on behalf of someone else, you can view these emails. Here’s how:

Step 1
Go to your own people record.
Step 2
Select the Emails > Sent tab

Note

The person on whose behalf these emails were sent can also view them by going to his own people record and viewing the Email > Sent tab.

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