How do I make (or unmake) a user Delegate?

Required Delegate Permission

You can perform this operation if and only if you are an Admin Delegate.

Check the Admin Guide's Introduction to learn more about Delegates and the Organization Manager.

This section explains how to promote an existing user in the Organization to one of the Delegate roles.

Info

The Admin Guide's introduction explains who is a Delegate and the different sort of Delegates available in an Organization. Please, check the document before proceeding.

Danger

A Delegate will have control in their assigned area. If Admin Delegate, they will manage all the Organization's areas. For security reasons, verify with your company or institution before promoting someone to a Delegate role.

Follow the steps below to promote a user to the role of Delegate in your Organization.

1. In the Organization Manager, click on Organization in the left sidebar.

   

2. Click on the Delegate tab. The action leads to the sub-panel where you can add a new Delegate.

   

3. Click on the Edit Delegates on the group of Delegates to which you want to add the user. Each tile stands for a Delegate role.

   

4. Click on the search bar and type either the user's name or email to search a user to make them Delegate.

   

5. Click on the user you want to select.

   

   Click on icon next to the search bar to clear the research and look for another user.

   

   Tip

   Remove any user from the list by clicking the icon on their row.

   

   In case of Admin Delegates, there must be at least one Admin Delegate for the Organization. You can't remove the last Admin Delegate from its list.

   

6. Click on Save to confirm the changes or Cancel to abort the changes.

Repeat the steps above for each user you want to promote to a Delegate role.

Success

You have promoted a user in your Organization to the role of Delegate. They will be able to perform administrative tasks in the Organization within their Delegate role's permissions.