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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.

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