Print      Open PDF Version of Online Help

Adding Delegates for Users (Administrator)

As a company administrator, you can appoint users as delegates for other users. For more information about how user delegation works, see About User Delegation.

NOTE: Users can also appoint delegated users for themselves through their Personal Profile page. For more information on how users can appoint delegates, see Adding Delegated Users.

Before you begin. To perform this procedure, your role must include the following privileges:

• Manage Users and Access
• Manage Users and Access - Manage Delegated Users

In addition, the Delegated Users related information section must be available on the User Admin page layout for your role. One of the following might apply:

• If the Delegated Users section is not available on the User Detail page, click Edit Layout, and move the Delegated Users section to the Displayed Related Information section.
• If the Delegated Users section is not shown in the Available Related Information section of the User Admin Layout page, you must add the Delegated Users related information section to the User Admin page layout for your role.

To add delegated users

1. In the upper-right corner of any page, click the Admin global link.
2. In the User Management and Access Controls section, click User Management and Access Controls.
3. On the User Management and Access Controls page, click User Management.
4. On the User List page, click Last Name for the user for whom you want to add delegates.
5. On the User Detail page, scroll down to the Delegated Users section, and click Add in the title bar of that section.
6. On the Delegated Users Edit page, click the Lookup icon.
7. In the Lookup window, select the user whom you want to be a delegate.
8. If Delegated User Roles are defined, select the role from the list.
9. Save the record.