Account Delegation

Account delegation allows you and your coworkers to assign purchasing workflow tasks to others during vacations or other absences. Manage your delegations and delegating activities from the MY ACCOUNT area of the Main Menu.

Overview

Use Account Delegation to delegate workflow actions to another user in your absence -- while on vacation or other leave.

When enabled, the delegate (also referred to as the OBO user) has the ability to approve or decline requests on your behalf. 

Account Delegation Settings

Account Delegation Settings are available to limit the delegation to users by approval limit and to limit the duration of account delegation. 

The Account Delegation Settings are accessed in the Admin Control Panel at SYSTEM ADMINISTRATION > Settings and Configurations > Manage System Configurations > REQUESTS & APPROVALS > General Configuration > Delegation Settings. 

1. Set the Apply Approval Limit to Yes if you want to limit account delegation for any user only to other users with an equal or higher Approval Limit.
   When this setting is No, any user may delegate to any other user in the system. 
2. Set the Maximum Delegation in Days to limit the duration of the delegation. 

Enable Account Delegation

Account Delegation is enabled through the Main Menu. 

1. Click on Delegation under MY ACCOUNT.
2. Check the Enable Delegation box. 
3. Choose a User to Delegate to. 
4. Select a Start Date for the Delegation to begin. 
5. Select an End Date for the expiration of the Delegation.
   Note

   Start Date begins at 00:00:00 Eastern Time. End Date completes at 23:59:59 Eastern Time.
6. Enter a Reason for delegating responsibility to another user (optional).
7. Click Save Delegation to have your changes take effect.

View Available Delegations

If you have been delegated to approve or decline requests on behalf of another user,  the entry Delegations Available will appear underneath your name in your profile in the Main Menu.  

• To view the current delegations, click on Delegations Available.

Act as a Delegate

• To act as a delegate for another user, select a name under Delegations Available.

After you have selected a name from the Delegations Available section, you are now acting as the delegate of the selected user. 

Return to your Account after Acting as a Delegate

You can return to your own account at any time when you have finished acting as a delegator.

To stop acting as a delegate, select Return to your account in the Main Menu. 

Multiple Delegations 

You may be designated as a delegate for more than one person at any given time, but you can ACT as a delegate for only one person at a time. When you have multiple delegations, you can switch between them.

• Act as a delegate for a different person, click on Return to your account and then select another name.