Delegation as a process in the Cymmetri platform refers to the ability of any end-user to delegate their responsibilities to any other end-user on the platform. As such, delegation provides the ability to the delegatee to perform various actions, including Single Sign On, Application Requests, managing workflows by providing approvals, and performing Cymmetri administrative actions (if the delegator has the required permissions on the platform), among other actions. However, the login flow for the delegatee stays the same.
Access the Delegation administration panel, by clicking on the Configuration left-hand side menu item and then clicking on the Delegations menu item.
For any user to be able to delegate their work to other users, the user should be added to the delegation users list; To Add Users to the delegation list so that they can delegate their activities, click on the Assign New button and select one or more users to add to this list.
The User and Assignee Consent sections allow organizations to align task delegation practices with their unique policies. This customizable feature empowers administrators to define specific consent texts, ensuring that both the user delegating a task and the delegatee receiving it acknowledge and agree to these terms.
The user consent will be displayed whenever the delegator (user) goes to their settings in their Workspace and assigns a delegation to an end-user (delegatee). This consent will be recorded in the Cymmetri backend for audit logging purposes.
Similarly, the assignee consent will be recorded when the end-user (delegatee/assignee) logs into the account for their manager (delegator/user).
Here's how it works:
Administrator Configuration: Administrators can craft consent texts tailored to their organization's requirements. These texts typically outline the responsibilities, expectations, and any legal or compliance aspects associated with task delegation.
User Perspective: When a user decides to delegate a task to someone else, they will be presented with the customized consent text. The user must carefully review and accept the terms before proceeding with the delegation process. This step ensures that the user is aware of the implications of task delegation and is willing to proceed.
Assignee Perspective: On the other side, the delegatee who is about to receive the delegated task will also be presented with relevant consent text. They must thoroughly read and accept these terms before taking on the responsibility. This step helps establish clarity and accountability for the delegatee.
For any user to be able to delegate their work to other users, the user should be added to the delegation users list; Check here how to Add Users to the delegation list so that they can delegate their activities.
Following are the steps to delegate work to a delegatee:
The logged-in user needs to go to their Settings Page by clicking on the user's username on the top right
Once on the Settings Page user needs to click on the My Delegations menu
Note: My Delegations menu will appear only if the logged-in user is added to the delegation users list. Here is how to Add Users to the delegation list.
Toggle Status: Enable the Toggle Status to Active
Start Date: The date from which the user is delegated the work
End Date: The date up to which the access is delegated
Delegated To: The user (delegatee) to whom the work is delegated. This dropdown populates the list of all users to whom the task can be assigned
Excluded Applications: List of applications whose access is not provided to the delegatee
Once all the details are filled the user is expected to accept the consent to be able to configure the delegation. The consent looks something similar to as shown below:
Once confirmed the user needs to click on the I agree check box and save the delegation.
Once saved the delegatee can see and accept the delegation in their My Delegation Page under Settings.
Upon receiving a delegation request, the user is notified via email and within the platform.
To view the delegated task the delegatee can go to Settings->Delegation to Me to see details about the delegated tasks and the user who has assigned the task
The user needs to click on the Accept button to accept the delegation. On clicking the Accept button an Assignee(delegatee) Consent is shown which the users need to read and confirm. The Consent also shows details of the delegator and the duration of the delegation.
Once the user accepts the delegation the user sees a login button, to login into cymmetri as the delegator
On clicking the login button the delegatee is redirected to the delegator's My Workspace Dashboard.
The delegatee can access and perform actions on all the applications assigned to them and if any application is excluded during delegation they are not visible to the delegatee.
