The surrogate feature in Penelope (version 4.19.1.0 and above only) allows a Worker to specify that an Individual can act on behalf of another Individual (with whom they have a relationship with) in ClientConnect. This feature allows an Individual to manage all aspects of another Individual’s ClientConnect account.
Authorize an Individual to Act on Behalf Of
To allow an Individual in Penelope to act on behalf of another Individual in ClientConnect, follow the instructions below.
Please note that both the surrogate and the Individual need a ClientConnect account to be able to use this feature.
Log in to Penelope and navigate to the Individual Profile.
Select Message Settings.
In the ClientConnect Surrogacy section click Edit.
Enter the Surrogate Name.
Click Search.
Click the plus icon (+) next to the name of the Individual you would like to authorize.
Click Save.
De-Authorize an Individual to Act on Behalf Of
To de-authorize an Individual in Penelope to act on behalf of another Individual in ClientConnect, follow the instructions below.
Log in to Penelope and navigate to the Individual Profile.
Select Message Settings.
In the ClientConnect Surrogacy section click Edit.
Click the minus icon (-) next to the name of the Individual you would like to de-authorize.
Click Save.