About delegation in ClearID - ClearID

Genetec ClearID™ User Guide
Applies to
ClearID
Last updated
2024-04-09
Content type
Guides > User guides
Language
English
Product
ClearID

In Genetec ClearID™, delegation is the process of transferring Genetec ClearID™ tasks for site owners, area owners, area approvers, role owners, role managers, supervisors, and visit event approvers to someone else in your organization. For example, during a planned vacation, sabbatical, and so on.

Planned delegation

In this situation, the delegation requirement is known about in advance and is planned for by the permission owner. For example, a planned vacation, sabbatical, or maternity leave.

A delegate is then temporarily given the same permissions as the person delegating responsibility so that they can manage the delegated tasks.

For example, if an area approver delegates to you, you are temporarily given permissions to perform that area approvers tasks. The delegated tasks are then displayed in the My tasks section of your Dashboard.

Permissions for user delegated to others

  • If required, you can delegate to more than one person. This can be useful when tasks are performed by multiple people. For example, different supervisors or shift workers.
  • You cannot delegate tasks that have been delegated to you because this would potentially create a trust conflict. When you create a delegation you are only delegating your own tasks.
  • The delegation period can be modified () or turned off () early if your delegation requirements change.

Permissions delegated to user

Permissions can also be delegated to you from another person.
NOTE: You cannot delegate permissions to a user that is already delegating to you. In this situation, the following error message is displayed: The specified user is already delegating permissions to you. That delegation must be removed before you can delegate to them.

Unplanned delegation

From time to time, an unplanned delegation might be required because the delegator is not available to set the delegation. For example, in the event of an unplanned absence or period of unavailability. In this situation, an account administrator can perform a delegation on behalf of an unavailable delegator. The account administrator can also modify or remove a delegation if required.
IMPORTANT: Administrator permissions cannot be delegated. You can only assign administrator permissions through the normal official channels.

Delegation email notifications

Any email notifications associated with delegated tasks are sent to both the original permission owner and the delegate. Using these email notifications or the My tasks page, the delegate can access and perform the delegated tasks.

Email notifications sent to delegates include contact details in the email notifications footer so that the delegate can contact the permission owner if they want to request changes to the delegation configuration.