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UserSettings Delegations How To's

How to's for the UserSettings Delegations guide.

Regenerate Delegation Steps​

  1. Select the delegation you want to regenerate.
  2. Click the regenerate option and save.

Revoke Delegation Steps​

  1. Find the delegation you want to revoke.
  2. Click the Revoke option from the right menu.
  3. Enter the code required for revocation.
  4. When the delegation is revoked, access authorization for the relevant person or project ends.

Create Delegation Steps​

  1. Go to the Delegation tab and click the New button.
  2. In the Name field, enter the name of the person or project to which the delegation will be assigned.
  3. In the Start and End Date field, specify the period for which the delegation will be valid.
  4. In the Authorization Scope (Simple/Advanced) section, select the documents, projects, or system components for which the delegation will be valid. (Scope details: document management, mobile system, human resources, etc.)
  5. Create the delegation by clicking the OK button.

Edit Delegation Steps​

  1. Select the delegation you want to edit.
  2. Click the edit option and save by making the necessary updates.