Delegating ClearID tasks to another user - ClearID

Genetec ClearID™ User Guide

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

Site owners, area owners, area approvers, role owners, role managers, supervisors, and visit event approvers can temporarily transfer their Genetec ClearID™ task responsibilities to someone else in their organization by delegating their tasks to another user. For example, during a planned vacation, sabbatical, and so on.

Before you begin

Learn about delegation.
Best Practice: Before delegating your tasks, consider contacting the potential delegate to make them aware of the delegation and confirm their availability.

What you should know

  • Only the logged in user can delegate their ClearID tasks to one or more users.
  • The delegation period can be modified () or turned off () early if your delegation requirements change.
  • An account administrator can also perform an unplanned delegation on the behalf of an unavailable delegator. For example, in the event of an unplanned absence or period of unavailability.
IMPORTANT: Administrator permissions cannot be delegated. You can only assign administrator permissions through the normal official channels.

Procedure

  1. From the Home page, click My Profile > Delegations.
  2. Complete the fields
    1. Search for or enter the name of the user that you want to delegate your ClearID tasks to.
    2. Enter the From and To dates for the period of time that you want the delegation in place.
    3. In the Comments field, add an explanation about why your tasks are being delegated to other users.
  3. Click Create.
  4. (Optional) In the Permissions for user name delegated to others section, click to modify an active delegation.
    1. Enter the From and To dates for the period of time that you want the delegation in place.
    2. In the Comments field, add an explanation about why your tasks are being delegated to other users.
    3. Click Update to save your changes.
      Your delegation is now active and will automatically expire on the date specified.
  5. (Optional) Click to remove a delegation.
    1. In the Remove delegation dialog, click Remove to confirm the delegation is no longer required.