Delegating Facility Service Plans

In Scenarios where a paid Harmonics account would like to sub out the completion of their monthly inspection duties, they can use paid or standard Symphonics accounts. This is done via a process we call Delegation.

Step 1.

Navigate to the facility service plan.

Step 2.

From the dropdown menu, select the user from the organization to whom you’d like to delegate the plan.

Enter a custom message to the person if desired.

Both Standard and Paid Symphonics accounts are eligible to be delegated to.

Step 3.

An email notification will be sent to the selected party notifying them of the delegation.

Step 4.

The delegate can now edit the service plan and associated inspections/services as if they were theirs.

Step 5.

If/When it is decided that the delegated service provider should no longer manage the plan, any Company Administrator can revoke access.