With the Delegate feature in the Seattle Services Portal, organizations have a better way to manage their accounts. An organization can have its own ‘Portal’ account and then delegate authority to its employees to act on its behalf. This allows the organization to control who can submit applications to the City and easily remove access when an employee leaves the organization.
If work is delegated to another user, email notifications will still be sent to the organization’s email, not the employee who has been delegated. The organization’s Portal account should have an email address for a designated coordinator or for a shared inbox that multiple staff can access.
How To Set Up Your Organization’s Portal Account
- Create a new portal account for your organization.
- Create a separate portal account for the individual(s) that will be submitting the applications.
- Within the organization’s account, delegate the individuals who will be working on behalf of the organization. This can be as many people as needed.
(See How to Add a Delegate to Your Account and How to Manage Delegate Permissions for instructions.)
See the illustration below of what this set up will look like.
Once you have set up your account and assigned delegate permissions, those employees can submit and manage applications on the organization’s behalf. If an employee leaves your company, all of the records submitted by your employee on your behalf will still be part of the organization’s portal account. The organization can also remove or reduce delegate permissions for an employee as a delegate if they are no longer in that role.