Introduction

Role delegation is the assignment of a role from one user, known as the delegator, to another user, known as the proxy. The delegation can be either for a specified period, such as a planned absence, or indefinite. You can delegate roles in the Roles and Approvals Delegated to Others section on the Manage User Account page. Select Navigator - About Me - My Account.

The proxy user can perform the tasks of the delegated role on the relevant data. For example, a line manager can manage absence records for his or her reports. If that manager delegates the line manager role, then the proxy can also manage the absence records of the delegator's reports. The delegator doesn't lose the role while it's delegated. The proxy user signs in using his or her own user name, but has additional function and data privileges from the delegated role.

Multiple users can delegate the same role to the same proxy for overlapping periods. If the proxy user already has the role, then it isn't provisioned again but the proxy can access the data associated with the delegated roles.

If the proxy is a line manager, then the proxy can access his or her own manager hierarchy in addition to those from other managers.

A single delegator can't delegate the same role to the same proxy more than once for overlapping periods.

Role Delegation ends automatically if the proxy user’s assignment is terminated.

Custom Report to find Delegated Roles along with Delegator and Proxy Details

Until now, we have tried to understand what is meant by Role Delegation and other specific details about the same. While delegation of roles is a very nice feature which might come handy for senior executives and other individuals holding important strategic positions where they need some one to assist them with the work overload when they go for a vacation or take personal time-off there does comes some added responsibility for the proxy users and so there at times is a need to have complete details around the same. Each time a feature such as Role Delegation is discussed we have some obvious questions which pops up in our mind like:

1. Which Role was Delegated?

2. Who was the Delegator?

3. Who was the proxy?

4. What is the Role Delegation Start Date?

5. What is the Role Delegation End Date?

All such questions can be answered by developing a custom BIP Report. In this example, we would try to develop the same.

Once we map this SQL into a data model and prepare a report ( we would only selected specific data columns and not all columns from the SQL ) we get a report which appears as below:

From the above report we can conclude that a role named “25th_JULY_DATA” was delegated by Curtis Feitty(Person# 101) to Jessica Mullen(Person# 543) for the period of 26th July 2017 to 30th July 2017.

Similarly, one may run the same SQL query and get the complete list of all the roles which were delegated in a specific environment along with details like delegator, proxy, delegation start date, delegation end date.. etc.

Ashish Harbhajanka

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