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system.","rota-management-in-arez-operate","2026-09-09T11:56:28.151163Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":5,"title":6,"subTitle":7,"slug":8,"display_order":431,"status":53,"is_public":54,"updated_at":432,"author":97,"authorInfo":433,"assign_to":434,"module":435},12,"2026-07-21T13:59:06.608961Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":437,"title":438,"subTitle":439,"slug":440,"display_order":139,"status":53,"is_public":54,"updated_at":441,"author":97,"authorInfo":442,"assign_to":443,"module":444},"dbea735d-304c-4a42-8d96-43576f4fa641","Timesheet Exemptions Guide","Manage exemption rules that control how timesheet deductions are applied to workers and sites.","timesheet-exemptions-guide","2026-08-03T13:07:05.804605Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":10,"title":11,"subTitle":12,"slug":13,"display_order":446,"status":53,"is_public":54,"updated_at":447,"author":97,"authorInfo":448,"assign_to":449,"module":450},14,"2026-10-17T14:51:37.247024Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":452,"title":453,"subTitle":454,"slug":455,"display_order":456,"status":53,"is_public":54,"updated_at":457,"author":97,"authorInfo":458,"assign_to":459,"module":460},"493a8115-04c8-4d16-9a4b-efdbb565cc71","How to Generate Payroll in Arez","A step-by-step guide to generating payroll in Arez, reviewing calculations, and processing employee payments efficiently.","how-to-generate-payroll-in-arez",15,"2026-07-21T13:59:32.337751Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":462,"title":463,"subTitle":464,"slug":465,"display_order":153,"status":53,"is_public":54,"updated_at":466,"author":97,"authorInfo":467,"assign_to":468,"module":469},"f7748688-67b3-4e45-adc4-266d504aac15","How to Generate a Combined Invoice Report in Arez","A step-by-step guide to generating a complete Combined Invoice Report in Arez.","how-to-generate-a-combined-invoice-report-in-arez","2026-07-21T14:00:18.731402Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":471,"title":472,"subTitle":473,"slug":474,"display_order":475,"status":53,"is_public":54,"updated_at":476,"author":97,"authorInfo":477,"assign_to":478,"module":479},"2d8109e6-c519-4872-bf8c-c99b3fc1b80e","How to Generate an Invoice for a Specific Site","Learn how to generate an invoice for a specific client site by selecting the required site, defining the billing period, and creating the invoice.","how-to-generate-an-invoice-for-a-specific-site",17,"2026-10-17T14:54:50.495321Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":481,"title":482,"subTitle":483,"slug":484,"display_order":485,"status":53,"is_public":54,"updated_at":486,"author":97,"authorInfo":487,"assign_to":488,"module":489},"c4d7355a-82b8-4209-9962-efd672c35fd9","Multi-Tier Management (Parent & Child Supplier Workforce Sharing)","Manage workforce sharing between parent and child suppliers through linked supplier networks.","multi-tier-management-parent-child-supplier-workforce-sharing",18,"2026-08-28T06:27:19.478200Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":491,"title":492,"subTitle":493,"slug":494,"display_order":495,"status":53,"is_public":54,"updated_at":496,"author":97,"authorInfo":497,"assign_to":498,"module":499},"df55cbe1-1e99-4fdf-a78a-5407b35ff1b8","Minimum Billing Automation – Arez Operate","Automatically apply minimum billable-hour rules to client invoices and uplift billing hours where worked hours fall below the configured minimum.","minimum-billing-automation-arez-operate",41,"2026-09-23T09:24:18.475438Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":501,"title":502,"subTitle":503,"slug":504,"display_order":505,"status":53,"is_public":54,"updated_at":506,"author":97,"authorInfo":507,"assign_to":508,"module":509},"2e84ae19-b797-49aa-9c1b-9c5640449121","Manual Invoices – Arez Operate","Create and manage manual invoices for client charges, assets, and other billable items.","manual-invoices-arez-operate",42,"2026-09-23T09:22:16.593460Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":511,"title":512,"subTitle":513,"slug":514,"display_order":515,"status":53,"is_public":54,"updated_at":516,"author":97,"authorInfo":517,"assign_to":518,"module":519},"5ebe0f78-89a7-4dd7-9fe0-ace9383cf4be","How Pay and Charge Rates Work in Arez Operate","Pay Rates, Charge Rates and Worker Overrides Explained","how-pay-and-charge-rates-work-in-arez-operate",45,"2026-10-21T07:56:44.240176Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":521,"title":522,"subTitle":523,"slug":524,"display_order":525,"status":53,"is_public":54,"updated_at":526,"author":97,"authorInfo":527,"assign_to":528,"module":529},"f291f8ea-a002-4bde-82d8-e57550a4d691","How to Revise Rates in Arez","Update Pay Rates and Charge Rates for multiple Rota shifts at once","how-to-revise-rates-in-arez",46,"2026-10-11T12:46:29.177959Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":531,"title":532,"subTitle":533,"slug":534,"display_order":535,"status":53,"is_public":54,"updated_at":536,"author":97,"authorInfo":537,"assign_to":538,"module":539},"285c1a1b-2bfd-4ac8-839e-b6137b07bad6","Delegation in Arez","Temporarily allow another user to act on behalf of a colleague while keeping actions traceable.","delegation-in-arez",47,"2026-10-11T14:53:25.393529Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],[],{"id":542,"name":42,"slug":43,"description":44,"icon":45,"display_order":52,"articles":543,"subcategories":544},"4676bd38-6f09-4fa9-b11c-afbf9a986334",[],[],{"id":546,"name":547,"slug":548,"description":44,"icon":45,"display_order":90,"articles":549,"subcategories":568},"d8405536-838c-466f-92a3-c81f464be470","Worker Guides","worker-guides",[550,559],{"id":551,"title":552,"subTitle":553,"slug":554,"display_order":37,"status":53,"is_public":54,"updated_at":555,"author":97,"authorInfo":556,"assign_to":557,"module":558},"944baada-3a08-40c8-a080-73bb135cf8eb","How to Complete Veriff Identity Verification","Learn how administrators can generate and send a Veriff verification link, and how workers can complete the identity verification process by submitting their identification documents and selfie for approval.","how-to-complete-veriff-identity-verification","2026-09-09T11:54:19.526871Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":560,"title":561,"subTitle":562,"slug":563,"display_order":52,"status":53,"is_public":54,"updated_at":564,"author":97,"authorInfo":565,"assign_to":566,"module":567},"5791da4f-11ac-4036-ac8e-37471f2e3652","How to Book On and Book Off Using the Arez App","A Step-by-Step Guide to Booking On and Booking Off Using the Arez App","how-to-book-on-and-book-off-using-the-arez-app","2026-09-09T11:54:27.316202Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],[],{"id":570,"name":571,"slug":572,"description":44,"icon":45,"display_order":304,"articles":573,"subcategories":592},"06e69e44-db5f-4f6a-aa6b-ee5a6d2780c8","Supplier Guides","supplier-guides",[574,583],{"id":575,"title":576,"subTitle":577,"slug":578,"display_order":37,"status":53,"is_public":54,"updated_at":579,"author":97,"authorInfo":580,"assign_to":581,"module":582},"7d684e15-d686-4c96-8113-90bb3170f04f","How to Add a Worker as a Supplier\u002FService Partner","Learn how to invite workers using a signup link or manually add them to your supplier workforce in Arez.","how-to-add-a-worker-as-a-supplierservice-partner","2026-09-09T11:54:37.184597Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],{"id":584,"title":585,"subTitle":586,"slug":587,"display_order":52,"status":53,"is_public":54,"updated_at":588,"author":97,"authorInfo":589,"assign_to":590,"module":591},"7aac7b8f-bdc1-45e6-8d6b-79c727223d6a","Add a Worker Rota as a Supplier\u002FService Partner","Learn how to add workers to the rota, assign shifts, and manage schedules as a Supplier or Service Partner.","add-a-worker-rota-as-a-supplierservice-partner","2026-09-23T09:20:26.037058Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],[],{"id":594,"name":595,"slug":596,"description":44,"icon":45,"display_order":95,"articles":597,"subcategories":607},"d5d281b0-4c5d-4662-95dd-131f50b2221f","Mobile Operations","mobile-operations",[598],{"id":599,"title":600,"subTitle":601,"slug":602,"display_order":37,"status":53,"is_public":54,"updated_at":603,"author":97,"authorInfo":604,"assign_to":605,"module":606},"f38b2946-e626-4269-902f-37e5690c1ae5","Foot Patrol In Arez Operate","Create patrol routes, configure checkpoints, assign workers and monitor patrol delivery","foot-patrol-in-arez-operate","2026-10-17T16:49:23.709641Z",{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},[],[],[],{"id":531,"author_info":609,"category_info":610,"subcategory_name":613,"published_by_infoame":45,"Helptags":616,"workflow":45,"title":532,"subTitle":533,"slug":534,"content":617,"file":45,"summary":61,"sumy_summary":618,"article_tags":619,"status":53,"featured":620,"view_count":95,"helpful_count":621,"unhelpful_count":621,"display_order":535,"seo_title":622,"seo_description":623,"is_public":54,"assign_to":624,"module":625,"created_at":626,"updated_at":536,"published_at":45,"ai_tags":627,"last_embedded_at":638,"subcategory":336,"category":328,"author":97,"published_by":45,"tags":639},{"id":97,"first_name":99,"last_name":61,"profileImageUrl":100},{"id":328,"name":329,"slug":330,"description":331,"icon":332,"display_order":52,"is_active":54,"created_at":611,"updated_at":612},"2026-01-27T15:13:55.995112Z","2026-08-17T08:13:02.510581Z",{"id":336,"name":74,"slug":75,"description":44,"icon":45,"display_order":37,"is_active":54,"created_at":614,"updated_at":615,"category":328},"2026-01-27T16:07:03.531992Z","2026-07-22T09:35:29.165662Z",[],"\u003Ch2>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Delegation in Arez\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh2>\u003Cp>\u003Cspan style=\"color: rgb(70, 88, 98);\">\u003Cstrong>Temporarily allow another user to act on behalf of a colleague while keeping actions traceable.\u003C\u002Fstrong>\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Overview: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(45, 62, 70);\">The Delegation feature allows an authorised user to temporarily give another user access to act on behalf of a colleague who is unavailable. The delegate can work in the delegated user's context for the agreed period, while actions remain traceable through the activity and delegation logs.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Example used in this guide\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>John Carey is an Area Manager who will be unavailable for 7 days. Jonathan, who is also an Area Manager, is assigned as John's delegate for that period. Once the delegation is active, Jonathan can switch into John's delegated context and work with the areas available to John, such as his rota, sites and workers.\u003Cbr>\u003C\u002Fp>\u003Ch4>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Key points\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh4>\u003Cp>A delegation can be created for up to 7 days initially.\u003C\u002Fp>\u003Cp>An active delegation can be extended up to 14 days in total.\u003C\u002Fp>\u003Cp>The delegation starts immediately after it is confirmed.\u003C\u002Fp>\u003Cp>The delegate can switch between their own account and the delegated user context.\u003C\u002Fp>\u003Cp>The delegation can be ended early if access is no longer required.\u003C\u002Fp>\u003Cp>Actions performed through delegation remain traceable for audit purposes.\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>1. Open Management Console\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>From the main Arez dashboard, select Management Console from the left-hand navigation menu.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fc35a8af4-e4b7-4c0c-a11d-8d3eda3e1b8a\u002F20261011135542\u002Fpasted-image.jpg\" alt=\"\" width=\"968\" height=\"459\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Open Management Console from the left-hand menu.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>On the Management Console page, select User Management under Workforce & Compliance.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Faf7126a8-9101-4e56-8a57-6d93b5ecda0c\u002F20261011140147\u002Fimage.webp\" alt=\"\" width=\"966\" height=\"459\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>2. Find the user whose access you want to delegate\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>The User Management directory shows users across the available roles. Use the search box to find the person who will be unavailable.\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F65c098f8-a124-4e87-b99c-c2183b5e8bfe\u002F20261011140610\u002Fimage.webp\" alt=\"\" width=\"968\" height=\"462\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>User Management displays the system user directory and role filters.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>In this example, search for John Carey and open his user profile.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F927033d8-0141-410d-93d3-f46025f75b32\u002F20261011140707\u002Fpasted-image.jpg\" alt=\"\" width=\"960\" height=\"457\">\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>3. Open Delegate Access and choose a delegate\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>From the user profile, open the Delegate Access tab. The Assign a delegate section lets you search for and select the colleague who will act on behalf of this user.\u003C\u002Fp>\u003Cp style=\"text-align: center;\">\u003C\u002Fp>\u003Cp>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F3ac912dd-c40a-483e-bca2-7e6ea15601fc\u002F20261011140748\u002Fpasted-image.jpg\" alt=\"\" width=\"966\" height=\"460\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>The Delegate Access tab shows delegate selection, duration and the active delegation area.\u003C\u002Fem>\u003C\u002Fspan>\u003Cbr>\u003C\u002Fp>\u003Cp>Search for the required delegate and select them. In this example, Jonathan is selected as John Carey's delegate.\u003C\u002Fp>\u003Cp>Set the Delegation duration and enter a Reason for delegation. The example uses 168 hours (7 days).\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F283d4e5d-c7c7-418c-a08e-55d4f00a49ed\u002F20261011140855\u002Fpasted-image.jpg\" alt=\"\" width=\"968\" height=\"457\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Jonathan selected as the delegate for 168 hours (7 days).\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Duration: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(45, 62, 70);\">The initial delegation can be set for up to 7 days. It can later be extended, up to a maximum of 14 days in total.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp style=\"text-align: right;\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>4. Review and confirm the delegation\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>Click Create delegation. Arez opens a confirmation window so you can review the delegate, the user they will act as, the duration, start and end time, and the reason before access is granted.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fd486a968-4119-41e2-b896-c6f06dfc9c7c\u002F20261011140953\u002Fpasted-image.jpg\" alt=\"\" width=\"990\" height=\"472\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Review the delegation details and click Confirm Delegation.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Check before confirming: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(45, 62, 70);\">The confirmation window shows that the delegation starts now. Check the details carefully before confirming.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp style=\"text-align: right;\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>5. Review the active delegation\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>After confirmation, the Active delegation panel shows who is acting as the user, the reason for delegation, the start and end time, and the remaining duration.\u003C\u002Fp>\u003Cp>The Delegation log below the panel records the delegate, who they are acting as, who granted the access, the start and expiry time, and the current status.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F696aab84-be16-4cd4-832c-1ebd52892498\u002F20261011141056\u002Fpasted-image.jpg\" alt=\"\" width=\"1012\" height=\"480\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Active delegation details and the delegation log.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>If more cover is required, use Extend delegation. The delegation can be extended up to 14 days in total. If access is no longer required, click End delegation to remove the delegate's access early.\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp style=\"text-align: right;\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>6. How the delegate switches into the delegated user context\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>When Jonathan signs in, Arez shows a delegation control at the top of the screen indicating that he can act as John Carey.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fc4bf603e-52bb-4fd4-be10-d658aade6707\u002F20261011141234\u002Fpasted-image.jpg\" alt=\"\" width=\"1012\" height=\"480\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>The top bar shows that Jonathan can act as John Carey.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>Open the delegation control and click Switch to John Carey.\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fbd0e17bf-3ac7-43f0-88de-b80be5ff3980\u002F20261011141341\u002Fpasted-image.jpg\" alt=\"\" width=\"1050\" height=\"494\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Open the active delegation menu and select Switch to John Carey.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp style=\"text-align: right;\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>7. Switch into the delegated account context\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>Arez begins switching the session into John Carey's delegated context. Once complete, Jonathan can work with the areas available to John for the duration of the delegation.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F39fb746d-b36d-4bbb-82d9-cc52ad033197\u002F20261011141431\u002Fpasted-image.jpg\" alt=\"\" width=\"1049\" height=\"497\">\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Arez switching into John Carey's delegated context.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Account context: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(45, 62, 70);\">When acting as John, the top bar shows an option to return to Jonathan's own account. This makes it clear which account context is currently being used.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp style=\"text-align: right;\">\u003C\u002Fp>\u003Ch3>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>8. Work using the delegated access\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fh3>\u003Cp>While acting as John Carey, Jonathan can access the areas available through John's delegated context. For example, the screenshots below show access to John's Sites & Groups and Workers views.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002Fc9705f34-12f5-407d-8f65-604bf138160a\u002F20261011141640\u002Fpasted-image.jpg\" alt=\"\" width=\"1057\" height=\"501\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Sites & Groups while Jonathan is acting as John Carey.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F9d887650-02b3-4eaf-88b4-9bb586c7bad7\u002F20261011142224\u002Fimage.webp\" alt=\"\" width=\"1039\" height=\"500\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Workers view while Jonathan is acting as John Carey.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>The top-right account control shows Return to your account - Jonathan, confirming that Jonathan is currently working in the delegated context rather than his own account.\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp style=\"text-align: right;\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(8, 103, 93);\">\u003Cstrong>9. Audit and trace delegated actions\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>Actions performed through the delegated access are recorded in the Activity Logs. The log identifies the account being acted as and records the delegated user where the action was performed through delegation.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003Cimg class=\"editor-image\" src=\"https:\u002F\u002Farez-website-cms.s3.eu-west-2.amazonaws.com\u002Fpublic\u002Fdocument\u002F44c1f98c-b894-48c5-9ee0-2d83897b069d\u002F20261011142248\u002Fpasted-image.jpg\" alt=\"\" width=\"1060\" height=\"505\">\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(92, 105, 112);\">\u003Cem>Activity Logs showing actions performed while acting as John Carey, including attribution to delegated user Jonathan.\u003C\u002Fem>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cp>In this example, the log shows actions under John Carey's account and identifies Jonathan as the delegated user for delegated activity. This provides a clear audit trail of who actually performed the action.\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Ending the delegation\u003C\u002Fstrong>\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>The delegation ends automatically at the configured end time. It can also be ended manually from the Active delegation panel. Once ended, Jonathan can no longer act as John Carey through that delegation.\u003C\u002Fp>\u003Ctable style=\"min-width: 25px;\">\u003Ccolgroup>\u003Ccol style=\"min-width: 25px;\">\u003C\u002Fcolgroup>\u003Ctbody>\u003Ctr>\u003Ctd colspan=\"1\" rowspan=\"1\">\u003Cp>\u003Cspan style=\"color: rgb(9, 42, 61);\">\u003Cstrong>Result: \u003C\u002Fstrong>\u003C\u002Fspan>\u003Cspan style=\"color: rgb(45, 62, 70);\">Delegation provides temporary operational cover without losing accountability: the delegate can work in the required account context, while the system keeps the delegation period and delegated activity traceable.\u003C\u002Fspan>\u003C\u002Fp>\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Cp>\u003Cbr>\u003C\u002Fp>","Learn how to use Delegation in Arez to temporarily allow another user to act on behalf of an unavailable colleague, manage the delegation period, and keep all delegated actions fully traceable through the audit log.",[],false,0,"How to Use Delegation in Arez","Learn how to create, manage and end user delegations in Arez, including switching access, extending the delegation period and tracking delegated actions in the audit log.",[],[],"2026-10-11T13:53:11.397210Z",[628,629,630,631,632,633,634,635,636,637],"delegation","arez","user management","temporary access","traceability","activity logs","account context","delegate access","audit trail","operational cover","2026-10-19T07:55:07.478224Z",[],1792586159718]