Delegating Roles

To delegate roles:

  1. On Work With Role Relationships (P95921), from the Form menu, select Roles Delegation.

  2. On the Work With Delegation Relationships form, complete the Delegate field by entering the user ID of the user being delegated to and click Find.

    The roles of the user who is delegating appear in the Available Roles tree control. The roles of the user who is being delegated to appear in the Assigned Roles tree control.

  3. To delegate a role, select the role from the Available Roles tree control and click the left-arrow button.

  4. Complete these fields and click OK:

    • Effective date

      Enter an effective date if you want the delegation to occur at a date other than the current date.

    • Expiration date

  5. Select the *ALL option if you want the role to be one that the user can play if the user enters EnterpriseOne playing all roles.

    EnterpriseOne adds the delegated role to the Assigned Roles tree control on the Work With Delegation Relationships form.

    Note: You can use the right-arrow button in the Work With Delegation Relationships form only to remove a role that you delegated to another user. If you try to remove a role that you did not delegate to the user, the software will display a dialog box notifying you that the action is invalid.