The
action allows you to manage the delegate assignments for team members. The rules for defining delegates are as follows:You are allowed to define delegates for the members of a team for which you have been designated as team manager, as long as the team definition gives you this permission. To configure team delegate assignments, the Team Manager must have the Configure Delegate permission.
The Provisioning Administrator has the ability to define delegate assignments for any user, group, or container in the organization.
The Provisioning Manager may have the ability to set delegates for any user, group, or container in the organization. To define delegates, the Provisioning Manager must have the Configure Delegate permission.
To define a delegate assignment:
Click
in the group of actions.Click
to select a team for which you have been designated as a team manager.If you are a Provisioning Administrator or Provisioning Manager, you do not see the
box.The list of teams includes teams for which team managers are permitted to define delegates (specified in the team request rights), as well as teams for which the ability to set delegates has been disabled. If the team request rights do not permit team managers to define delegates, the manager can still view delegate settings defined for the team members by the administrator or by a manager of another team to which these users belong. However, the team manager cannot edit or delete these settings, view details for these settings, or create new delegate assignments.
If you are a Provisioning Application Administrator, you do not see the
box.Click
.In the
selection box, type at least four characters of the user’s first name to select the user.Alternatively, use the
icon beside the selection box to select a team member. In this case, click the icon to open the Object Lookup window. Specify search criteria for the team member, click and select the team member.Select a team member from the list, and click
.Any existing assignments for the team member are displayed.
Click
The
button is only enabled for those teams for which team managers are permitted to define delegates for team members.Fill in the fields as follows:
Field |
Description |
---|---|
|
Select one or more users whose work you want to delegate. |
|
Assign the user who can perform the delegated work by selecting one of the following:
|
|
Indicates whether you want to send an e-mail message to notify one or more users of this delegate assignment. |
|
Specifies which users should receive e-mail notifications: All: Specifies that the user assigned as delegate, as well as the team member for whom the delegate has been assigned, receives e-mail notifications. Assign From: Specifies that only the team member(s) for whom the delegate has been assigned receives an e-mail notification. Assign To: Specifies that only the team member who is to act as delegate receives an e-mail notification. Selective: Allows you to send e-mail notifications to any users you select, including users who are not on the team. |
|
No Expiration: Select if you want the delegation to remain in effect until it is removed or modified. This, in effect, makes the delegation permanent.Specify Expiration: Select to define an . Click the Calendar and select a date and time when the delegate assignment expires. |
|
Select a category from the list. This populates the list of in . |
|
Select one or more process requests from this list and click . |
|
This list shows the process request types that have been delegated. To remove a request type, select it from the list and click |
Click
to save your assignments.If the save is successful, you’ll see a message like this:
Submission was successful Please note that any previous availability settings for users referenced in processed delegatee assignment will not be updated automatically. Please check and refresh any existing availability settings for the corresponding users in order to activate these changes.
To modify delegate assignments:
Click
in the group of actions.Click
to select a team for which you have been designated as a team manager.The list of teams includes teams for which team managers are permitted to define delegates (specified in the team request rights), as well as teams for which the ability to set delegates has been disabled. If the team request rights do not permit team managers to define delegates, the manager can still view delegate settings defined for the team members by the administrator or by a manager of another team to which these users belong. However, the team manager cannot edit or delete these settings, view details for these settings, or create new delegate assignments.
If you are a Provisioning Application Administrator, you do not see the
box.Click
.In the
selection box, type at least four characters of the user’s first name to select the user.Alternatively, use the
icon beside the selection box to select a team member. In this case, click the icon to open the Object Lookup window. Specify search criteria for the team member, click and select the team member.The delegate assignments for the selected team member, if any, are displayed.
Select a team member from the list, and click
.Any existing assignments for the team member are displayed.
To edit a delegate assignment, click the edit button in the same row as the assignment you want to modify.
If the team request rights do not permit team managers to define delegates, the edit button is disabled.
Fill in the fields as follows:
Field |
Description |
---|---|
|
Select one or more users whose work you want to delegate. |
|
Assign the user who can perform the delegated work by selecting one of the following:
|
|
Indicates whether you want to send an e-mail message to notify one or more users of this delegate assignment. |
|
Specifies which users should receive e-mail notifications: All: Specifies that the user assigned as delegate, as well as the team member for whom the delegate has been assigned, receives e-mail notifications. Assign From: Specifies that only the team member for whom the delegate has been assigned receives an e-mail notification. Assign To: Specifies that only the team member who is to act as delegate receives an e-mail notification. Selective: Allows you to send e-mail notifications to any users you select, including users who are not on the team. |
|
No Expiration: Select if you want the delegation to remain in effect until it is removed or modified. This, in effect, makes the delegation permanent.Specify Expiration: Select to define an . Click the Calendar and select a date and time when the delegate assignment expires. |
|
Select a category from the list. This populates the list of in .To specify that this delegate assignment applies to all categories, set the type of request for the delegate assignment to .NOTE:The All option is available only if the Provisioning Administrator has enabled the Allow All Requests option for your application. |
|
Select one or more process requests from this list and click .The list of provisioning requests includes only those requests that are within the domain of the team. If the team request rights do not permit team managers to define delegates, the provisioning requests associated with the team are not included in the list. |
|
This list shows the process request types that have been delegated. To remove a request type, select it from the list and click |
Click
to save your selections.To delete a delegate assignment:
Click
in the group of actions to view assignments delegated to this team member and also assignments delegated away from this team member.To remove a delegate assignment, click the delete button in the row of the assignment you want to delete.
You are prompted to confirm the deletion. When the deletion is complete, you’ll see a confirmation message.