Summary :
General presentation
Manage your schedule & routing
Shared agenda & delegation

Calendar sharing

Thanks to the button it is possible to consult the agenda of hierarchically attached users (for example, a DR will be able to automatically consult the agenda of his CS and promoters) or of users whose agenda has been shared (for example, a CS could see the agenda of his promoter).

In the calendar list, the icon means you have access in delegation mode, while the icon means that the calendar is read-only.

When another user's calendar is selected, the user's identity is displayed in the cyan bar above the action buttons:

When the shared calendar is read-only, the icon is displayed in front of the name.

The list of POS is then filtered on the stores shared by the logged in user and the user for whom the agenda is displayed. It is then possible to place a visit on the agenda of a second user (which they will then have to validate or cancel).

Delegation

Delegation, set up by an administrator in the back office , allows access to a user's account to another user.
For example, if CS2 is absent. The administrator can give access to CS2's account to CS1.

CS1 selects CS2's agenda:

Then by clicking on the delegation icon , it is automatically sent back to the CS2 account:

It is then possible to carry out visits or place orders from the CS2 account.

To indicate that it is in delegation mode, the user name located at the top right is in red.