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Business Process Portal Administrator's Guide
Managing users : Delegating tasks to users
 

Delegating tasks to users

As a Business Process Server administrator, you can delegate tasks usually performed by one user to another user, in the event that the usual user cannot perform his/her tasks for a specified time period. Currently, you cannot delegate at the task level, but only at an application level; that is, a user is assigned all the tasks of a selected application.
To delegate tasks to a user:
1. In the Administration module, click User Management > Delegate Settings, to view the Delegate Settings page.
To view the list of all users, click All in the Quick Search.
2. Select a user for whom you want to set delegates by clicking the option in the first column of that user. For more details about selecting users, see Selectingand clearing rows.
3. Click Choose. The Delegate Settings Details page is displayed, where you can assign one or more delegates to perform tasks in selected application(s) for the specified user.
The user you have submitted is shown in the Delegation for (submitted user name) title.
4. In the Delegate Settings page, you can specify the user to whom all your tasks are delegated by entering its user name in the Delegate all tasks to text box.
Alternatively, you can click the Search User icon ( ) and opening the Search Users page where you can choose a user.
And for each application, you can specify the user name(s) to whom that application should be delegated. If needed, you can search and add users for delegating all tasks or delegating application-wise tasks. For more details, see Searching Users.
5. Select the check box in the Disable Delegation column to disable delegation of a particular task. Select the check box in the Disable Delegation column header to disable delegation of all the tasks.
6. Specify the period of delegation and its start and end dates using the Start Date and End Date text boxes.
Alternatively, click the Select Date icon ( ) to set the respective start date or end date. For more details, see Specifying a Date.
7. Click Save to save your settings.
To cancel the action and exit the current page, click Cancel.