11.5 Viewing and Editing Your Delegate Assignments

The My Delegate Assignments action allows you to view your delegate assignments. If you are a Provisioning Application Administrator, you can also use this action to edit delegate assignments.

Only Provisioning Application Administrators and team managers can assign delegates, as described below:

If a team manager needs to define a delegate relationship for users who are not within his or her scope of authority, he or she must request that the Provisioning Application Administrator define the delegate relationship.

HINT:Before using the Edit Availability action, you need to have at least one delegate assignment to work on.

11.5.1 Displaying Your Delegate Settings

  1. Click My Delegate Assignments in the My Settings group of actions.

    The User Application displays your current settings.

    If you are not a Provisioning Application Administrator, you see a read-only view of your delegate assignments:

    My Delegate Assignments page

    If you have administrative privileges, you are provided with buttons that let you create and edit delegate assignments.

    My Delegate Assignments page
  2. To refresh the list, click Refresh.

11.5.2 Creating or Editing Delegate Assignments

  1. To edit an existing delegate assignment, click Edit next to the assignment:

    Edit button

    Or, to create a new delegate assignment, click New.

    If you are the Provisioning Application Administrator, the User Application presents the following interface to allow you to define delegate assignments:

    My Delegate Assignments page
  2. Select one or more users, groups, and containers for which you want to define a delegate.

    Use the Object Selector or the Show History tool to select a user, group, or container.

  3. Click Assign Delegate. Specify the user who is the delegate in the Delegate Assigned field. Alternatively, click Assign by Relationship, then select a relationship in the Delegate Relationship field.

  4. Specify when the time period ends by clicking one of the following:

    Button

    Description

    No Expiration

    Indicates that this delegate assignment does not expire.

    Specify Expiration

    Lets you specify the end date and time. You can type the date and time, or click the calendar button and select the date and time from the calendar.

  5. Select the category of resource requests in the Type of Request field. Select All to include requests from all available categories.

  6. Select one or more requests that you want to delegate in the Available Requests in Selected Category list, then click Add.

    Request Type Selection box

    Each request you add is included in the Selected Requests list.

    Selected Requests list

    If you add multiple requests, each request is treated as an individual object that can be edited separately.

  7. To remove a request from the list, click Remove.

  8. Click Submit to commit your changes.

    The User Application displays a confirmation message indicating whether the delegate assignment was successfully submitted:

    My Delegate Assignments submission message

11.5.3 Deleting a Delegate Assignment

To delete an existing delegate assignment:

  1. Click Remove next to the assignment:

    Remove button