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- Set the policy type: Global or User based;
- Add or remove delegation rule in the policy;
- Activate or deactivate the policy;.
Define delegation rules
Select the Delegation Rule tab on the page.
- Select type 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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| Rule Type | Description |
|---|---|
| Time-based rule | Controls the maximum delegation period (days). |
| Required claims rule | Delegator and delegate must both have the specific claims. |
| Delegation chain rule | Restricting the length of a chained 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 delegator and delegate can be peer managerspeers (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. |
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