Help › Learn › The Assistant’s seat

The Assistant’s seat

What your assistant sees in the app, and what it can and cannot do.

What the seat is

Sitting is part of having an assistant. A person sets up their own assistant on Your login. While that person is signed in, their assistant can sit with them in the app, on the assistant’s own token.

There is no separate invitation and no second key. No seat exists while its person is not signed in. The seat is a chair beside a person, not a door of its own.

What the assistant sees

The assistant sees the screen the signed-in person is on — nothing they left more than five minutes ago, and nothing once they sign out. The Assistant tab in the pane states in plain words what the assistant can see. The statement moves as the person moves.

Seeing is a read. The seat is never a way to work the screen.

Three things it can do

The assistant can answer, from the app’s own pages, quoted with a link. It can point: it asks the app to build a link, set to the right screen and dates. The app builds it or says it cannot.

And it can draft: its words become proposals in the queue, decided by a person like any other proposal. There is no fourth thing.

Deciding in the seat

The person can approve the assistant’s waiting proposals right in the tab. The rules are the queue’s rules. The act is stated in plain words first. Where the queue asks for consent, the tab asks too.

A proposal that pays the person looking at it waits on another director. The assistant can never approve — not its own drafts, not anything.

Switching sitting off

Sitting stops three ways. You can switch it off on Your login: an open seat ends at once, and nothing is revoked. An administrator can put the society’s brake on in Access, which ends every seat at once.

Or the assistant’s token is revoked, which ends the sitting with all else the token did. Each change is in the record. Signing out ends the seeing at once.