How do I switch to view a delegated member's data?

Use the delegation banner at the top of your dashboard. It appears whenever a colleague’s data has been delegated to you.

1. Look for the banner that says “Covering for: [Name]”.
2. Click View [Name]’s data to switch to their clients, tasks, and court dates.
3. Work as normal: you can view and manage their data as if it were your own.
4. Click Back to mine in the banner to return to your own data.

While viewing a delegated member’s data, all your actions (adding clients, creating tasks, etc.) are recorded under your name with a note that you were acting on their behalf.

Tip: If you are covering for multiple colleagues, the banner shows a button for each person, but you can only view one person’s data at a time.