Table of contents

UI UX How to Set Up Delegate Access

Shivani Panchal Updated by Shivani Panchal

This guide explains how to set up delegate access in Performance & Talent, typically for executive or personal assistants to manage administrative tasks.

Step 1: Assign an Org Unit

  1. Assign the executive to a unique org unit (e.g., 'Director's Team').
  2. Ensure this org unit is not assigned to other employees.

Step 2: Configure Admin Role

  1. Go to Admin > Configure admin roles.
  2. Create a new admin role (e.g., 'Director's Team') with the 'impersonate' permission.
  3. Add the 'Director's Team' org unit to the role.

Step 3: Assign the Admin Role

  1. Go to Admin > Find & manage employees > Edit user details
  2. Select the drop down "Choose admin role"
  3. Assign the role
  4. Select 'Save' to commit the changes.

Was this article useful?

UI UX Multiple Managers Configuration

UI UX People Management

Contact