12.3 Viewing and editing your team’s delegate assignments

The Team Delegate Assignments action allows you to manage the delegate assignments for you and your team members. The rules for defining delegates are as follows:

You are allowed to define delegates for yourself and for the members of the group that report directly to you.
The people that you specify as delegates must also be within your team.
If you need to assign a delegate who is not a member of your team, you must request the User Application Administrator to define the delegate relationship.

The User Application Administrator has the ability to define delegate assignments for any user, group, or contain in the organization.

NOTE:Task Managers and users without administrative privileges are not permitted to define delegate assignments.

To define a delegate assignment:

Click Team Delegate Assignments in the Team Settings group of actions.
Choose a team member from the list, and click Continue.

Any existing assignments for the team member are displayed.
Click New.

Complete the panel as follows:

Field	What to do
User	Select one (or more) user(s) from the list whose work you want to delegate.
Delegate	Assign the user who can perform the delegated work by selecting one of the following:
	Delegate assigned—Select a user from the list.
	Delegate relationship—Type the LDAP name of a user object attribute that resolves to a Distinguished name, for example, manager. This is an advanced feature and should only be used by those familiar with the identity vault schema.
Expiration	Select one of the following: End Date—Choose the date and time when the delegate assignment expires. No Expiration—Choose this option if you want the delegation to remain in effect until you manually end it. This, in effect, makes the delegation permanent.
Resource Category	Choose a category from the list. This populates the list of Available Requests in Selected Category.
Available Requests in Selected Category	Choose one or more resource requests from this list and choose Add.
Selected Requests	This list shows the resource request types that have been delegated. To remove a request type, select it from the list and click Remove.

Click Submit 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 Team Delegate Assignments in the Team Settings group of actions.
Choose the name of the team member whose assignments you want to modify.

You will see a list of assignments for this team member that includes both their delegated assignments and the assignments where they are the delegate.
To edit a delegate assignment, click the edit button in the same row as the assignment you want to modify.

Complete the panel as follows:

Field	What to do
User	Select one (or more) user(s) from the list whose work you want to delegate.
Delegate	Assign the user who can perform the delegated work by selecting one of the following:
	Delegate assigned—Select a user from the list.
	Delegate relationship—Type the LDAP name of a user object attribute that resolves to a Distinguished name, for example, manager. This is an advanced feature and should only be used by those familiar with the identity vault schema.
Expiration	Select one of the following: End Date—Choose the date and time when the delegate assignment expires. No Expiration—Choose this option if you want the delegation to remain in effect until you manually end it. This, in effect, makes the delegation permanent.
Resource Category	Choose a category from the list. This populates the list of Available Requests in Selected Category.
Available Requests in Selected Category	Choose one or more resource requests from this list and choose Add.
Selected Requests	This list shows the resource request types that have been delegated. To remove a request type, select it from the list and click Remove.

Click Submit to save your selections.

To delete a delegate assignment:

Click Team Delegate Assignments in the Team Settings group of actions.

You will see a list of assignments for this team member that includes both their delegated assignments and the assignments where they are the delegate.
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.