Delegating roles
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- UpdatedAug 1, 2024
- 1 minute read
- Xanadu
- User Administration
Administrators can grant users the ability to assign roles within groups. However, these users can only assign roles that they already have.
Role delegators are users responsible for assigning roles to other users within a group. This role can be assigned manually by granting the role_delegator role to the user, or through the Group Manager Change business rule.
The Group Manager Change business rule, which is disabled by default, automatically grants the role_delegator role to a user who is designated manager of a group in the Manager field on the Group form. The role is removed when the user is no longer the manager of the group.
Activate the business rule to take advantage of it. For more information on Business rules, see Classic Business rules.
Reviewing Roles and Role Changes
- Individual users: Navigate to Roles related list. select a user, and review the
- Role delegators: Review who can give roles in which groups by navigating to .
- For all role changes: To see a history of role changes, navigate to Audit user roles for more information. . See