To define a delegate assignment:

1. Click Team Delegate Assignments in the Team Settings group of actions.

2. Click Select a team to select a team for which you have been designated as a team manager.

   

   The list of teams includes teams for which team managers are permitted to define delegates (specified in the team request rights), as well as teams for which the ability to set delegates has been disabled. If the team request rights do not permit team managers to define delegates, the manager can still view delegate settings defined for the team members by the administrator or by a manager of another team to which these users belong. However, the team manager cannot edit or delete these settings, view details for these settings, or create new delegate assignments.

   If you are a Provisioning Application Administrator, you do not see the Select a team box.

3. Click Continue.

4. Click a Team Member name to select it.

   

   Depending on how the team was defined, you might see an Object Selector icon beside the Team Member selection box, instead of a list of team members. In this case, click the icon to open the Object Lookup window. Specify search criteria for the team member, click Search, and select the team member.

5. Select a team member from the list, and click Continue.

   Any existing assignments for the team member are displayed.

6. Click New.

   The New button is only enabled for those teams for which team managers are permitted to define delegates for team members.

7. Fill in the fields as follows:

   Field	Description
   User	Select one or more users whose work you want to delegate.
   Assignment Type	Assign the user who can perform the delegated work by selecting one of the following: Assign Delegate: Select a user from the list. Assign by Relationship: Select the delegate relationship from the drop-down list.
   Notify other users of these changes	Indicates whether you want to send an e-mail message to notify one or more users of this delegate assignment.
   Addressee	Specifies which users should receive e-mail notifications: All: Specifies that the user assigned as delegate, as well as the team member for whom the delegate has been assigned, receives e-mail notifications. Assign From: Specifies that only the team member(s) for whom the delegate has been assigned receives an e-mail notification. Assign To: Specifies that only the team member who is to act as delegate receives an e-mail notification. Selective: Allows you to send e-mail notifications to any users you select, including users who are not on the team.
   Expiration	No Expiration: Select No Expiration if you want the delegation to remain in effect until it is removed or modified. This, in effect, makes the delegation permanent. Specify Expiration: Select Specify Expiration to define an End Date. Click the Calendar and select a date and time when the delegate assignment expires.
   Type of Request	Select a category from the list. This populates the list of Available Requests in Selected Category.
   Available Requests in Selected Category	Select one or more resource requests from this list and click Add.
   Selected Requests	This list shows the resource request types that have been delegated. To remove a request type, select it from the list and click Remove.

8. Click Submit to save your assignments.

   If the save is successful, you’ll see a message like this:

   Submission was successful 
   Please note that any previous availability settings for users referenced in processed delegatee assignment will not be updated automatically. Please check and refresh any existing availability settings for the corresponding users in order to activate these changes.
   

To modify delegate assignments:

1. Click Team Delegate Assignments in the Team Settings group of actions.

2. Click Select a team to select a team for which you have been designated as a team manager.

   The list of teams includes teams for which team managers are permitted to define delegates (specified in the team request rights), as well as teams for which the ability to set delegates has been disabled. If the team request rights do not permit team managers to define delegates, the manager can still view delegate settings defined for the team members by the administrator or by a manager of another team to which these users belong. However, the team manager cannot edit or delete these settings, view details for these settings, or create new delegate assignments.

   If you are a Provisioning Application Administrator, you do not see the Select a team box.

3. Click Continue.

4. Click a Team Member name to select it.

   Depending on how the team was defined, you might see an Object Selector icon beside the Team Member selection box, instead of a list of team members. In this case, click the icon to open the Object Lookup window. Specify search criteria for the team member, click Search, and select the team member.

   The delegate assignments for the selected team member, if any, are displayed.

5. Select a team member from the list, and click Continue.

   Any existing assignments for the team member are displayed.

6. To edit a delegate assignment, click the edit button in the same row as the assignment you want to modify.

   

   If the team request rights do not permit team managers to define delegates, the edit button is disabled.

7. Fill in the fields as follows:

   Field	Description
   User	Select one or more users whose work you want to delegate.
   Assignment Type	Assign the user who can perform the delegated work by selecting one of the following: Assign Delegate: Select a user from the list. Assign by Relationship: Select the delegate relationship from the drop-down list.
   Notify other users of these changes	Indicates whether you want to send an e-mail message to notify one or more users of this delegate assignment.
   Addressee	Specifies which users should receive e-mail notifications: All: Specifies that the user assigned as delegate, as well as the team member for whom the delegate has been assigned, receives e-mail notifications. Assign From: Specifies that only the team member for whom the delegate has been assigned receives an e-mail notification. Assign To: Specifies that only the team member who is to act as delegate receives an e-mail notification. Selective: Allows you to send e-mail notifications to any users you select, including users who are not on the team.
   Expiration	No Expiration: Select No Expiration if you want the delegation to remain in effect until it is removed or modified. This, in effect, makes the delegation permanent. Specify Expiration: Select Specify Expiration to define an End Date. Click the Calendar and select a date and time when the delegate assignment expires.
   Type of Request	Select a category from the list. This populates the list of Available Requests in Selected Category. To specify that this delegate assignment applies to all categories, set the type of request for the delegate assignment to All. NOTE:The All option is available only if the Provisioning Administrator has enabled the Allow All Requests option for your application.
   Available Requests in Selected Category	Select one or more resource requests from this list and click Add. The list of provisioning requests includes only those requests that are within the domain of the team. If the team request rights do not permit team managers to define delegates, the provisioning requests associated with the team are not included in the list.
   Selected Requests	This list shows the resource request types that have been delegated. To remove a request type, select it from the list and click Remove.

8. Click Submit to save your selections.

To delete a delegate assignment:

1. Click Team Delegate Assignments in the Team Settings group of actions to view assignments delegated to this team member and also assignments delegated away from this team member.

2. To remove a delegate assignment, click the delete button in the row of the assignment you want to delete.

   

   You are prompted to confirm the deletion. When the deletion is complete, you’ll see a confirmation message.