Supervisors can manage their direct reports access. This can include general identity
information, area access, modifying or removing roles, task delegation, and access
control.
What you should know
- To manage direct reports, you must be a
supervisor.
- To modify General identity information or Access
control settings for a direct report, you must be a supervisor with the
manage direct reports permission.
Procedure
-
From the Home page, click .
-
In the Direct reports list, select the direct report that you
want to modify.
IMPORTANT:
General identity information attributes are
typically synchronized from an external data source to populate the general identity
information. If you make updates to identities that are synchronized with an external
data source, your changes can be overwritten by the synchronization.
- A supervisor with default permissions cannot modify any of the
General identity information for their direct reports.
- A supervisor with manage direct reports
permission can modify the General identity information
if required. This enhanced permission is typically used to manage contractors or
temporary workers who are not synchronized from an external data source.
-
Click the Access page to request or modify area access for your
direct report.
-
Click Request access to request access to one or more
areas.
-
Click to remove any area access that is no longer required and click
Revoke to confirm the removal.
NOTE: You can only remove area access that was manually added. Area access that was
added using a provisioning policy is identified using the locked (
) icon and cannot be modified.
-
Click the Roles page to modify or delete role access for your
direct report.
-
Click a role hyperlink to view the role details.
-
Click next to a role to remove the role access that is no longer required and click
Remove again to confirm.
NOTE: You can only remove roles that were manually added. Roles that were added using
a provisioning policy are identified using the locked (
) icon and cannot be modified.
-
Click the Delegations page to view or modify delegations for
your direct report.
-
Click Add delegation to delegate tasks to another
user.
-
Click next to a delegation to modify the settings.
-
Click next to a delegation to remove a delegation that is no longer required.
-
Click the Access control page to view the access control
settings for your direct report.
-
(Optional) A supervisor with manage direct reports permission can modify the
Access control settings if required.
-
Click the User permissions page to view the web portal
permissions for your direct report.
-
Click the Visitor management page to view the visitor management
settings for your direct report.