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Viva Engage - Setting delegates Tutorial

In this video, you will learn about setting delegates in Microsoft 365. The video covers how to work efficiently in delegation and communication, specifically for executive assistants who work for multiple managers.
It explains how to use Skype to create groups and check the availability of managers, as well as how to use Outlook for real-time consultation and appointment scheduling.
The video also demonstrates how to use OneNote for note-taking and organization.
By setting delegates and using these tools, you can work seamlessly with multiple managers and keep track of private appointments.
This tutorial will help you improve your productivity and stay organized in a complex organizational structure.

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Available in Microsoft365

Description

Objectifs :

This video aims to guide users on how to appoint delegates for managing their engaged community and publishing content on their behalf, ensuring efficient community management.

Chapitres :

Introduction to Delegate Management
In today's fast-paced environment, managing an engaged community can be challenging, especially when time is limited. This video provides a step-by-step guide on how to appoint delegates who can assist in managing your community and publishing content on your behalf.
How to Access Delegate Management
To begin the process of appointing delegates, follow these steps: 1. Click on the designated link to access the Delegate Management section. 2. Once the page opens, you will see options to add delegates of your choice.
Adding Delegates and Specifying Roles
When adding delegates, you have the option to specify their roles. There are two main roles you can assign: - **Delegate**: This role allows the person to publish content on your behalf. - **Delegate Manager**: In addition to publishing, this role grants the ability to appoint or remove other delegates. Choose the role that best fits the responsibilities you want to delegate.
Modifying Delegate Roles
You have the flexibility to modify the roles of your delegates or remove them entirely at any time. This ensures that you can adapt to changing needs within your community management.
Conclusion
Appointing delegates can significantly enhance your ability to manage an engaged community effectively. By following the steps outlined in this video, you can ensure that your community remains active and well-managed, even when you are short on time.

FAQ :

What is Delegate Management?

Delegate Management is a feature that allows users to appoint others to manage their community and publish content on their behalf. This helps streamline content management, especially for users with limited time.

How can I appoint a delegate?

To appoint a delegate, click on the Delegate Management option, then add the delegates of your choice and specify their role. You can choose between allowing them to publish on your behalf or giving them manager capabilities.

What roles can I assign to a delegate?

You can assign two main roles to a delegate: one that allows them to publish content on your behalf, and another that grants them the ability to manage other delegates, including appointing or removing them.

Can I change a delegate's role after appointing them?

Yes, you can modify a delegate's role or remove them at any time, providing flexibility in managing your community.

What happens if I remove a delegate?

If you remove a delegate, they will no longer have the ability to publish content or manage other delegates on your behalf.

Quelques cas d'usages :

Community Management for Busy Professionals

A marketing manager with a busy schedule can appoint a delegate to manage their online community. This allows the manager to focus on strategic tasks while ensuring that community engagement continues through regular content publishing.

Team Collaboration in Content Creation

In a content creation team, a lead editor can delegate publishing tasks to junior editors. This not only speeds up the content release process but also empowers junior team members to take on more responsibility.

Event Management

During a large event, an organizer can appoint delegates to handle social media updates and community interactions. This ensures that the event is well-represented online without overwhelming the organizer.

Crisis Management

In times of crisis, a company can quickly delegate communication tasks to trusted team members. This allows for timely updates and responses while the primary decision-makers focus on resolving the issue.

Glossaire :

Delegate Management

A feature that allows users to appoint others to manage their community and publish content on their behalf.

Delegate

An individual appointed to perform tasks or responsibilities on behalf of another person, such as publishing content.

Role

The specific responsibilities or functions assigned to a delegate, which can include publishing content or managing other delegates.

Publish

To make content publicly available, typically on a platform or community page.

Modify

To change or adjust the role or permissions of a delegate at any time.

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