Delegate Partial Access to Substitutes

Explanation

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

Access can be delegated to substitutes using Role Delegation or Delegate Roles assistant.

Role Delegation

Indicate if a substitute will be selected based on their Person ID or Employee ID. In the Authority Granted field, select Partial Access. Indicate the structure, organization, access role and/or position that the substitute has access to.

Delegate Roles assistant

In Delegator Information step, indicate Mode as Advanced. Then indicate Partial Access in Authority To Be Granted field (in Delegate Information step). In Access Information step, you will be able to view all the current access that the supervisor has under Current Access Setup section. Select the Delegate option if you want to delegate a particular access to the substitute. In The Available Access section, you will be able to view all the access attributes associated with the option you have chosen. Select the Attribute Granted option to grant the substitute access to the relevant Attribute ID.

If the supervisor has access to subordinate organization units (meaning supervision over the entire organization branch), you can select or clear the Include Subordinates check-box. It determines if the delegate should also be able to see the organization branch.

By default, a substitute can access only transactions registered during his access delegation . You can extend or shorten the period during which they can access transactions in Trans. From and Trans. To fields. The substitute will see only transactions from a period specified in these fields. If you want to modify them, select Manual Entry Trans. From and/or Manual Entry Tran. To options.

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 portion of supervisor's access will be given to a substitute for a specified amount of time.