Delegates

The key to running a successful Lodge is delegation.
Although a fantastic secretary often bears the burden of lots of tasks, it would be even better to allow other Lodge Members to contribute.

In The Working Tools, we do this with Delegates; Users who share access to your Lodge.
They're invited by you and don't require their own subscription.

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Inviting a Delegate

theworkingtools.co.uk/delegates

To invite a Delegate, visit the Delegates page (under Settings).

Click Invite a Delegate and provide the Name and Email address of the new Delegate.

An email invitation will be sent to the Delegate offering them access to your Lodge, with a link they can click to accept.

If a Delegate is already a Working Tools user, your Lodge will be added to their access list. If they're not already a user, they'll be taken directly to your Lodge when they login.

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Delegate's Permissions

Delegates will have full system Permissions, with the exception that they cannot access information about your subscription or manage delegates.

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Delegates of additional Lodges

Delegates must be invited and given permissions on a per-lodge basis.

If you have additional Lodges on your subscription, Delegates won't automatically have access to additional Lodges.

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Removing a Delegate

theworkingtools.co.uk/delegates

To remove a Delegate, find their record on the Delegates table and click Revoke.

Check the name of the delegate to be removed. To confirm, click Revoke Delegate Access.

Once revoked, the Delegate will lose their access to your Lodge immediately and any current sessions will be ended.