New Delegation

Use:

As an Application Administrator, you can use this page to add a new Delegation to ADAM.  A delegation allows you to delegate another user (or yourself) as an Authorization Grantor in ADAM.

Your delegation will specify the:

  • user;

  • organization; and

  • profile.

 

Results:

A new delegation (Authorization Grantor) is created.

Access the page:

To access this page:

  • Select New Delegations from the left navigation bar.

If the New Delegation link is NOT visible in your left navigation bar then you are not authorized to add delegations in ADAM.  You must have the Application Administrator authority in ADAM to add delegations.

How to:

Follow these steps to use this page:

Click the New Delegations link.

Enter the User ID of the user you wish to add a delegation for in the Allow User field. If you wish to type in the User ID manually, you must enter the User ID preceded by the domain (e.g. idir\jsmith).  If you use the Magnifying Glass icon to select the user, the domain will automatically be entered.

Note:  If you are having trouble finding a Business BCeID User, read this tip:  Business BCeID Special Action.

Select the profile for this delegation using the To Authorize Profile field.

  • Note:  Your selection in this field  will affect your selections in the For Any Organization and For Organization fields.

Specify the organization for this delegation.  You may either:

  • Enter a specific organization in the For Organization field; or,

  • Select For Any Organization to allow all organizations.  

If you are unable to access one or both of these fields, it is due to the profile you have selected in Step #3.  The profile selected may not be secured by organization.  

Enter the date you wish the delegation to come into effect using the Effective field.  

  • If you would like the delegation to come into effect immediately, check the Immediately Checkbox and do not enter an Effective Date.

Enter the date you wish the delegation to end using the Expires field.  

  • If you would like the delegation to remain active indefinitely, select the Never Expires Checkbox and do not enter an Expiry Date.

Click the Enabled Checkbox to activate the delegation.

If you require an agreement for this delegation, click the Agreement Required Checkbox.

  • A field titled Electronic Agreement will automatically display as active once this check box is ticked.

Use the Electronic Agreement drop list to select the agreement to apply to this delegation.

Enter any applicable notes in the Comments field.

Complete the Notification section of the page if you want the Authorization Grantor to receive email notification of his/her delegation.

Click the Create Delegation button.

  • You will receive a Delegation Processing Status page with the details of this delegation.  Note:  The Confirm User page may be displayed prior to this page if you have manually entered the User ID.

Warning:  Delegations to BCeID User IDs

Your organization may configure ADAM to prevent using the "For Any Organization" option when delegating to Business BCeID User IDs.  If you attempt this delegation, you will receive an error message informing you of this.

In the example screen below, click on the underlined name of a field or a button.  A pop-up window appears with explanations and information on terms.

 

ADAM 220 - Create a New Delegation

 

Single / Batch

 

 

 

 

Allow User

 User Search

 

 

 

 

 

To Authorize Profile

 

 

 

 

 

For Any Organization

 

 

 

 

 

For Organization

 Organization Search

 

 

 

 

 

Effective

Immediately

OR

 

 

 

Expires

Never Expires

OR

 

 

 

Enabled

 

 

 

 

 

Agreement Required

 

 

 

 

 

Electronic Agreement

 

 

 

 

 

Comment

 

 

 

 

 

 

 

 

 

 

 

 

Notification

 

 

 

 

 

Send Email

 

 

 

 

 

CC Self

 

 

 

 

 

Email Message

 

 

 

 

 

 

 

 

 

 

 

 

 

 Create Delegation