Assistants

The Assistant panel in Ordinate allows you to assign an assistant to help manage a staff member’s details, such as meetings, messages, and event activities. This can be particularly useful for higher-level staff who delegate administrative tasks.

Choosing an Assistant

To assign an assistant:

1. Click Choose Assistant in the assistant panel.
2. A dialog box will open, allowing you to search and select a person from a dropdown list.
3. Once selected, the assistant’s name and role will appear in the profile.

(Screenshot placeholder: Choosing an assistant)

Email CC Permissions

When assigning an assistant, you can specify what emails the assistant is copied in on:

• None: The assistant is not copied on any communications.
• Standard: The assistant will be copied on most internal communications but will not receive login details or sensitive information.
• Full: The assistant will be copied on all emails, including those containing sensitive details like login information.

This ensures assistants receive only the relevant emails.

(Screenshot placeholder: Email CC permissions)

Managing an Assigned Assistant

After assigning an assistant, you can:

• Change or remove the assistant by selecting Choose Assistant again.
• Use the context menu to view the assistant’s profile or send an email directly to them.

(Screenshot placeholder: Assistant actions)