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Select the Delegation Policies tab on the page.

  • Set the policy type: Global or User based;

  • Add or remove delegation rule in the policy;

  • Activate or deactivate the policy.

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Manage delegation rules

Select the Delegation Rule tab on the page.

  • Select the rule type;

  • Optional, define a user-friendly error message;

  • Specify the condition of the rule. The fields for the condition depend on the selected rule type.

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These are the type of delegation rules supported:

Rule Type

Description

Time-based rule

Controls the maximum delegation period (days).

Required claims rule

Delegator and delegate must both have specific claims.

Delegation chain rule

Restricting the length of a chain delegation.

Reporting line rule

Delegator and delegate must be on the same reporting line. Specify the levels to walk up or down the reporting line. Whether delegator and delegate can be peers (reporting to the same manager).

Inbound limit rule

Controls the maximum number of concurrent delegations a delegate can receive.

Reason code rule

Delegations are allowed for certain reasons.

Custom rule

Rule is implemented in c# code.