14.2 Create a Delegation

  1. Select +.

  2. (Conditional) If you are a team manager, select the team from the list.

    You can see your team members in Delegate for.

  3. Select a user who needs a delegation from Delegate for.

    If you want to create a delegation for self, select your name from the list.

  4. Assign delegation by performing one of the following actions:

    • To assign delegation to specific users, select Assign delegate and search for the users from the list.

    • To assign delegation by relationship, select Assign by relationship and select the relationship from the list.

      The list displays the delegation relationship that was earlier created in Designer. For more information, see Administrators Guide to Designing the Identity Applications.

    NOTE:The Assign by relationship option is disabled for Team Manager. A Team Manager can directly assign delegation to the team members.

  5. Select a time period during which you will be unavailable from Unavailable From.

    IMPORTANT:The Unavailable From option is displayed only if Set Availability while creating a Delegation Assignment is enabled in Settings > Customization > Navigation Items > General. In this case, you can provide the availability details while creating the delegation. Alternatively, if the Set Availability while creating a Delegation Assignment is disabled, you must specify the availability details from the Availability Settings page after creating the delegation assignment. This ensures that the delegation assignment functions as expected. For more information, see Section 15.0, Specifying Your Availability.

  6. (Optional) Enable Notify other users of these changes and select the users to notify about this assignment.

  7. Set Effective Date.

  8. (Conditional) To set the expiry date for delegation, select Specify Expiration and Expiration Date.

    Use the same fields for specifying the time period when the unavailability ends.

    NOTE:By default, No Expiration option is selected.

  9. In Request Type Selection, select the request type that you want to delegate.

    This list displays the delegation relationship that was earlier created in Designer. For more information see Administrators guide to Designing the Identity Applications.

    All

    Delegates all the requests of the selected user to the assigned delegate.

    NOTE:This option is displayed only if the administrator has enabled Allow All Requests in the Administration page.

    Attestations

    Delegates the requests that are related to the user profile or attestation reports to the assigned delegate.

    For example the Attestation Report or Attestation User Profile

    Entitlements

    Delegates the requests of the selected entitlement to the assigned delegate.

    Groups

    Delegates the requests of the selected groups to the assigned delegate.

    Roles

    Delegates the requests that are related to role assignments, resource assignments, SoD conflicts, or workflows to the assigned delegate.

    For example the Resource Assignment/Revocation Approval, Role Assignment/Revocation Approval, or SoD Conflict Approval, Resource Provisioning/Deprovisioning workflow

  10. Drag and drop the required request type from Available Requests to the Selected Requests list.

  11. Click Submit.