Delegate Full Access to Substitutes

Explanation

This activity is used to delegate all access rights of a supervisor to a substitute. Rights have to be delegated if the supervisor wants someone to perform duties that require access rights.

Prerequisites

In order to perform this activity, a supervisor has to have access roles assigned to him or her.

System Effects

As a result of this activity, a substitute will receive all access rights of a supervisor.

Window

Role Delegation

Related Window Descriptions

Role Delegation

Procedure

  1. Open the Role Delegation window.
  2. Search or populate to find the supervisor whose access rights you want to delegate.
  3. From the Organization Tree on the left, select any company or matrix organization.
  4. Navigate to the Substitutes tab and add a new record.
  5. In the Substitute Type field, select if supervision will be delegated via a Person ID or an Employee ID.
  6. If you decided to delegate a substitute based on his Employee ID, enter his company in the Substitute Company ID field. You can use the list of values.
  7. Enter unique identifier of the substitute in the Substitute ID field. Depending on what you selected in step 5, you can enter Employee ID or Person ID. This is the ID of someone who will be nominated as a supervisor's substitute. You can use the list of values.
  8. In the Authority To Be Granted field, select Full Access.
  9. Enter how long the substitute will have to fulfill his role in the Access Valid From and Access Valid To fields.
  10. By default, a substitute can access only transactions registered during his access delegation (entered in step 10). You can extend or shorten the period during which he can access transactions by Tran. From and Trans. To fields. The substitute will see transactions from a period specified in these fields.
  11. Save your changes.