Delegates/Reassignments

ECM Administrators are allowed to delegate their role to other ECM Administrators. The Delegate Roles page is used to designate a Delegate to perform your ECM Administrator duties in the event of your absence. The Delegates have the same rights to webTA records as the original ECM Administrator. ECM Administrators may designate as many Delegates as they choose. Delegates remain in effect until removed from the current Delegate list.

To Delegate Your ECM Administrator Role:

1. Select the My Delegates link from the Delegates/Reassignment menu on the ECM Administrator Main Menu page. The Delegate Roles: ECM Administrator page is displayed listing any Delegates that you have assigned to perform your duties in your absence.

   

2. Select the Add Delegate button. The Add Delegate - ECM Administrator page is displayed listing available ECM Administrators.

   

3. Select the check box of the desired ECM Administrator if displayed on the list.

   OR

   Enter the name of the ECM Administrator to whom you are delegating, and select the Search button. The name and user ID matching the search criteria are displayed. Select the check box of the desired ECM Administrator.

4. Select the Select Checked Users button. The Delegate Roles: ECM Administrator page is displayed listing the new Delegate, and the message, Successfully delegated ECM Administrator to 1 users.

   Note: To remove a single Delegate, uncheck the box next the Delegate's name and select the OK button on the popup, or select the Undelegate All button to remove all Delegates.

   

   At this point, the following options are available:

   Step	Description
   Select the Add Delegate button	Allows you to add another Delegate.
   Select the Undelegate All button	Allows you to undelegate all Delegates.
   Select the Cancel button	Returns you to the ECM Administrator Main Menu page.
   Select the ECM Administrator tab	Returns you to the ECM Administrator Main Menu page.