Access Delegation Page

1. Go to My Settings.
2. Click Personal Information.
3. Click Access Delegation.

This tab displays by default and allows you to view the status of pending requests, make new requests or request access to someone else's profile.

Use the delegations filter to narrow delegation results. This filter can be collapsed to increase screen real estate.

• User: Click the drop-down arrow to filter for access or request records by a specific user.
• Start Date: To filter for access or request records whose start date was within a certain time frame, enter the dates in these fields.
• Status: To filter for access or request records of a certain status, click this drop-down arrow to make a selection.
• End Date: To filter for access or request records whose end date was within a certain time frame, enter the dates in these fields.
• Clear: Click to clear the filter.
• Filter: Click to filter by entered criteria.

• Action: Displays the action that can be taken on the request.
• Current Status: Displays the status of the request.
• Access Type: Displays whether access has been requested or granted.
• User: Displays the name of the user whose profile you have requested access to or the name of the user who has requested access to your profile.
• Start Date: Displays the date that access was requested to begin.
• End Date: Displays the date that access was requested to expire.
• Notes: Click this icon to view any notes that may have been added regarding this access request.
• Grant Access: Select this option to grant someone access to your profile. For instructions, see Grant Someone Access to Your Profile.
  • Select User - Select the user you wish to grant access to. Filter by roles to narrow down the list of users, select from the list of all users or enter the person's username in the available text field.
  • Access Duration - Select a date and time to start and end the person's ability to access your profile.
  • Notes - Enter any necessary notes for this delegation that the user will be able to see.

• Request Access: Select this option to request access to someone else's profile. For instructions, see Request Access to Someone's Profile.

  • Select User - Select the user whose profile you wish access. Filter by roles to narrow down the list of users or select from the list of all available users.
  • Access Duration - Select the time frame for which you need to have access to the user's profile.
  • Notes - Enter any necessary notes for this delegation that the user will be able to see.
• Check Spelling: Click to check the spelling in the notes before sending.
• Grant: Only displays when access is being granted. Click to grant access to your account.
• Request: Only displays when access is being requested. Click to request access to someone's account.
• Clear: Click to clear all completed fields.

This tab provides a log of all access delegation transactions.

• Name: Displays the name of the user that had access to your profile.
• Time Stamp: Displays the date and time that access was granted.