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Managing Delegated 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 delegates for themselves through their Personal Detail page. For more information on how users can appoint delegates, see Adding Delegated Users.

To perform the procedures described in this topic, your role must include the following privileges:

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

In addition, at least one of the following related information sections must be available on the User Admin page layout for your role:

  • Delegated To Users. In the Delegated To Users section of a user's record, you can appoint one or more delegates for the user.
  • Delegated From Users. In the Delegated From Users section of a user's record, you can appoint the user as a delegate for one or more users.

If the Delegated To Users and the Delegated From Users related information sections are not visible in the User Detail page where you want to appoint a delegate, you can make the sections available as follows:

  • In the User Detail page, click Edit Layout in the upper-right corner of the page, and add the sections to your page layout.
  • If the related information section that you want is not available to add to your page layout, you can customize the User Admin page layout for your role. For more information about customizing page layouts, see Customizing Static Page Layouts.

To appoint one or more delegates for a user, complete the steps in the following procedure.

To appoint one or more delegates for a user

  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 the Last Name link for the user for whom you want to add delegates.
  5. On the User Detail page, scroll down to the Delegated To 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 users whom you want to appoint as delegates.
  8. If values are defined in the Delegated User Roles field, then you can optionally select a delegated user role for each user.
  9. Save your changes.

NOTE: In the Delegated To Users section of the User Detail page, the Role field shows the role of the delegate in Oracle CRM On Demand. The Delegated User Role field shows the delegated user role for the delegate, if one is defined.

To remove a delegate from the list of delegates for a user, complete the steps in the following procedure.

To remove a delegate from the list of delegates for a user

  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 the Last Name link for the user whose list of delegates you want to update.
  5. On the User Detail page, scroll down to the Delegated To Users section.
  6. In the record-level menu, select Remove for the user whom you want to remove from the list of delegates.
  7. Click OK to confirm the change.

To appoint a user as a delegate for one or more users, complete the steps in the following procedure.

To appoint a user as a delegate for one or more 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 the Last Name link for the user that you want to appoint as a delegate for one or more users.
  5. On the User Detail page, scroll down to the Delegated From 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 users for whom you want to appoint the current user as a delegate.
  8. Save your changes.

In certain circumstances, such as when a user moves to a different section within your company, you might want to revoke a user's permission to act as a delegate for one or more users. To revoke a user's permission to act as a delegate for one or more users, complete the steps in the following procedure.

To revoke a user's permission to act as a delegate for one or more 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 whose permission to act as a delegate you want to revoke.
  5. On the User Detail page, scroll down to the Delegated From Users section.
  6. For each user for whom you no longer want the current user to act as a delegate, select Remove from the record-level menu, and then click OK to confirm the change.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.