Delegating Dimensions CM Requests

To delegate a Dimensions CM request:

1. Select one or more Dimensions CM requests. CTRL+click to select multiple requests.

NOTE: You can delegate multiple Dimensions CM requests at the same time if they are of the same type and belong to the same product catalog. You cannot delegate external requests.

2. Right-click the requests, and select Delegate. For a single request, the request opens for browsing with the Delegate tab active. For multiple requests, the Delegate Requests dialog box opens.

3. Select the role to assign to the user from the Role to delegate drop-down list.

4. Select the capability to assign to the user for the selected requests:

n Leader: Sole responsibility for the request.

n Primary: Primary responsibility for the request.

n Secondary: Acts as a backup to the primary role.

5. To also delegate any related items, select the Delegate related items check box.

6. To assign user roles, do any of the following:

nRe-assign a role to a different user, by selecting a user in the Assigned users list and a user in the Available users list, and clicking the Replace button.

nAssign a role without affecting the existing role assignments, by selecting a user in the Available users list and clicking the Assign button.

nRemove a role assignment from a user, by selecting a user in the Assigned users list, and clicking the Remove button.

7. Click the OK button or the Save changes button.

To delegate a Dimensions CM request (Drag and Drop):

1. Select one or more Dimensions CM requests. CTRL+click to select multiple requests.

NOTE: You can delegate multiple requests at the same time if they are of the same type and belong to the same product catalog. You cannot delegate external requests.

2. Drag the selected requests to Dimensions Explorer and drop them on the user that you want to delegate them to. The Delegate to User dialog box opens.

3. Select the capability to assign to the user for this request:

n Leader: Sole responsibility for the request.

n Primary: Primary responsibility for the request.

n Secondary: Acts as a backup to the primary role.

4. Select the roles to assign the user.

5. To delegate any related items, select the Delegate related items option.

6. Click OK.