Delegate Sponsor Authority on Behalf of Another User

This topic discusses delegating authority for another user's account. Refer to the help topic titled Direct Delegations if you would like information for delegating authority to your own account.

The SO and AA can delegate Sponsor authority to someone with an ASST role on behalf of a Sponsor. When delegating Sponsor authority, the SO authorizes a selected user with an ASST role to perform functions in xTrain for a particular user with a Sponsor role. The SO is delegating this authority to the ASST on behalf of the Sponsor.

To delegate Sponsor authority on behalf of a Sponsor:

  1. Navigate to the Admin module.
  2. Select the Delegations option from the Admin menu.

The My Delegates screen opens. If applicable, the My Current Delegations section displays a table of existing delegations. This table indicates No records found if no delegations exist.

  1. Closed toggler arrowSelect the link called Delegate Sponsor.

Delegate Sponsor link

Closed toggler arrowThe Delegate Sponsor screen opens with search parameters displayed for locating and selecting a specific Sponsor on whose behalf the Sponsor Authority is being granted. The parameters include Commons ID, Last Name, First Name, and Middle Name. The screen includes a Search button and Cancel button as well as a Return to My Current Delegates link for leaving the search screen and returning to the previous Commons screen.

The search parameter fields can be used with the percent sign (%) wild card.

  1. Enter the appropriate search criteria using the wild card (%) if necessary.
  2. Select the Search button to perform the search.

Searching for the 'on behalf of' user

The matching records display within the Search Results on the page.

  1. Closed toggler arrowChoose the Select link to indicate the Sponsor on whose behalf you are designating authority.

Select link for 'on behalf of' user

A message displays at the top of the screen as follows: You have selected to delegate Sponsor Authority on behalf of: <Name>.

Closed toggler arrowAdditionally, search parameters display for searching and selecting the user to whom to delegate the authority.

  1. Enter the search parameters necessary for locating the ASST user being given authority and select the Search button.

The matching records display in the Search Results table.

  1. Click the link called Select to select the appropriate person from the list.

Searching for the delegatee

Closed toggler arrowThe Delegate Sponsor screen shows the selected ASST user’s name with the Sponsor authority and checkbox.

  1. Mark the Sponsor checkbox.
  2. Select the Save button.

Selecting the Cancel button cancels the action without delegating any authority to the user.

Selecting the Sponsor checkbox

Closed toggler arrowThe Search Results area updates to show the Sponsor authority marked with a check. Commons grants the Sponsor authority for the delegated user, who receives an email informing of the change. The delegated ASST user is now able to perform xTrain functions for the selected Sponsor.

Search results show Sponsor delegation

The Sponsor, on whose behalf delegation was granted, can see the delegated user by accessing the My Current Delegations information.