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.
Detailed information about this topic
You can see delegations created by you or by others for you.
To display delegations
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In the menu bar, click Responsibilities > Delegation.
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On the Delegation page, click Delegation.
This opens the Delegation page (see Delegation (page description)).
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(Optional) To show more details about a delegation, perform one of the following actions:
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In the list, click the delegation whose details you want to show.
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In the details pane, click Details.
Related topics
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 (see Deleting delegations).
To add a delegation
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In the menu bar, click Responsibilities > Delegation.
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On the Delegation page, click Delegation.
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On the Delegations page, click New delegation.
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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.
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Click Next.
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In the Select roles step, in the list, check the box in front of the role membership/responsibility you want to delegate.
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Click Next.
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In the Add additional information set, configure the following settings:
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Valid from: Specify from when the role/responsibility will be delegated.
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Valid until: Specify until when the role/responsibility will be delegated.
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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.
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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.
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Reason: (Optional) In the dialog, enter a reason for the delegation.
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Priority: (Optional) In the menu, select a priority for the delegation.
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Click Save.
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In the Results step, click Close.
Related topics
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 (see Deleting delegations.
To cancel a delegation
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In the menu bar, click Responsibilities > Delegation.
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On the Delegation page, click Delegation.
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On the Delegation page, click the delegation in the list that you want to cancel.
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In the details pane, click Cancel request.
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Confirm the prompt with Yes in the dialog.
Related topics