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Create Delegation

To delegate authority to another user, go to the Delegation and Access Keys tab and click on the New button. In the opened screen, you must select the user to whom the delegation will be given, define the delegation's validity period, choose a position if position-based delegation is needed, and specify the delegation's scope.

Create Delegation Modal

Delegation Scope

There are two types of delegation scopes: Simple and Advanced.

Simple Scope

The simple scope consists of User and Project options.

When the User option is selected, all permissions assigned to the delegating user will be granted to the selected user.

Delegation Scope - Simple

When the Project option is selected, delegations can be assigned for specific projects existing in the system.

Delegation Scope - Simple Project

Advanced Scope

The advanced scope allows permissions to be detailed and granted on a field-specific basis.

Delegation Scope - Advanced

Permission AreaDescription
Full System AccessCovers permissions necessary for system access.
Full User Interface AccessCovers permissions for all screens and menus in the user interface.
Development Environment (IDE)Covers permissions within the development environment.
Document Management SystemCovers permissions for document-related actions.
Mobile SystemCovers permissions for mobile device applications.
ApplicationsCovers permissions for applications within the system.
MenuCovers permissions for system menus.
Workflow ManagementCovers permissions for managing and executing workflows.
Human ResourcesCovers permissions within the human resources system.
ConnectionsCovers permissions for defined system connections.

Once all necessary fields are filled, click the Confirm button to create the delegation.

See Also