You can temporarily delegate role memberships and responsibilities (and associated entitlements and duties) to other identities.
For example, if you go on vacation, you can hand over responsibility for a department and the associated tasks to a deputy.
Role memberships and responsibilities can also be delegated to you.
NOTE: In the Web Portal, a delegation is treated like a request.
You can see delegations created by you or by others for you.
To display delegations
In the menu bar, click Responsibilities > Delegation.
On the Delegation page, click Delegation.
This opens the Delegation page (see Delegation (page description)).
(Optional) To show more details about a delegation, perform one of the following actions:
In the list, click the delegation whose details you want to show.
In the details pane, click Details.
You can delegate role memberships and responsibilities to other identities.
NOTE: You cannot edit a delegation afterward. If you want to make a change to the delegation, you must delete the delegation and create a new one
To add a delegation
In the menu bar, click Responsibilities > Delegation.
On the Delegation page, click Delegation.
On the Delegations page, click New delegation.
In the Delegation of role memberships and responsibilities dialog, select the identity to which you want to delegate in the Recipient field.
TIP: For a more detailed search for an identity, click Assign and select the appropriate identity in the Recipient dialog.
Click Next.
In the Select roles step, in the list, check the box in front of the role membership/responsibility you want to delegate.
Click Next.
In the Add additional information set, configure the following settings:
Valid from: Specify from when the role/responsibility will be delegated.
Valid until: Specify until when the role/responsibility will be delegated.
Notify me if the recipient of the delegation makes a decision: (Optional) Select the check box if you want to be notified when the recipient makes an approval decision about a delegated role/responsibility.
The recipient can delegate this role: (Optional) Select the check box to specify that the recipient can delegate their delegated role/responsibility on to another identity.
Reason: (Optional) In the dialog, enter a reason for the delegation.
Priority: (Optional) In the menu, select a priority for the delegation.
Click Save.
In the Results step, click Close.
You can cancel delegations that you have already set up.
NOTE: You can only cancel delegations as long they have the Request or Approved status. You can delete delegations with the Assigned status
To cancel a delegation
In the menu bar, click Responsibilities > Delegation.
On the Delegation page, click Delegation.
On the Delegation page, click the delegation in the list that you want to cancel.
In the details pane, click Cancel request.
Confirm the prompt with Yes in the dialog.
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