Delegate items

Delegate an item to assign an item to a user who does not currently have a role for the item.

If an item is in your inbox, you can delegate it to enable another user to action the item in your place. If you have the necessary privilege, you can delegate an item to override the existing privileges. For example, you could delegate an item to a backup person.

Guidelines and requirements:

  • To delegate an item, you need the Delegate Item privilege.

  • The users that can delegate requests are defined in the Administration Console > Users and Roles > Role assignments.

To delegate an item:

  1. In the web client, open the Items view.

  2. In the Items view, select one or more items.

  3. On the toolbar, click Delegate .

  4. In the Delegate wizard, specify the following details:

    Field Description
    Role to delegate Select the role from the available roles on the item.
    Capability

    To set the level of responsibility for the role, select Leader, Primary, or Secondary.

    For details about role capabilities, see Set up the process model.
    Available users

    To assign users, select one or more users in the Available Users list, and click Assign.

    CTRL+click or SHIFT+click to select multiple users.

    To replace currently assigned users, select one or more users in the Available Users list, and click Replace.
    Assigned users

    To remove an assigned user, select the user in the Assigned Users list, and click Remove.

    To replace currently assigned users, select one or more users in the Assigned Users list, and click Replace.

  5. Click Next.

  6. Review the summary and click Finish.

Back to top

See also: