Security Delegation

The Security Delegation screen allows you to delegate your BST11 responsibilities to other employees for a defined period of time. Delegated employees must have the same level of security access to complete responsibilities. Only one security delegation document can be created for each BST11 user. You can access your document, and Administrators can access everyone's document to manage delegations for all employees.

 

Notes:

  • When delegating a responsibility, the delegate will only be able to access companies and sensitive data based on their configuration. For example, if you are configured to see Labor Cost, but the user that you delegate to cannot, they will not be able to see Labor Cost; if the delegate needs to access to Labor Cost data, their User Authorization configuration will have to be modified to allow data-level security access.

  • If document instance is in a Draft status and is delegated, the document instance will have to be Released or Canceled to be checked in from the original user before the delegated user can edit it. Similarly, once delegation has ended, if a delegate has the document instance checked out in draft status, it will need to be checked in before the original user can edit it.

General

In the General area, select your employee record. Depending on your privilege (e.g., Super User or Administrator), you may have access to delegate for other employees.

  Field Description
Employee Enter or select an employee. This is the user whose responsibilities are being delegated. Only one security delegation document can be created for each BST11 user.

Delegations

In the Delegations area, select a responsibility, the employee the responsibility is delegated to, and the active time period for the delegation. An unlimited number of unique delegations can be added as needed. The delegations can be edited or deleted as needed. A history of all delegations, including any deleted delegations, are available from the Security Delegation (Inquiry) inquiry.

 

Note: If you are delegating a responsibility with company access to a user who does not have access to that company, you will also need to delegate your User responsibility as well as your other responsibilities with company access to the Delegate. If this is not done, the Delegate will not be able to see the extra companies in the inquiry references.

  Field Description

Responsibility

Enter or select a responsibility. Only entire responsibilities can be delegated (e.g., all Project Manager documents can be delegated).
Delegate Enter or select an employee. Only other employees with the same responsibility as the selected Employee are available.
Start Date

Enter or select a date. This is the first date in the date range where the Delegate will have access to the Employee's responsibility. This date can overlap with another delegation.

End Date Enter or select a date. This is the last date in the date range where the Delegate will have access to the Employee's responsibility. This date can overlap with another delegation.
Time Zone Code Displays the Employee's time zone code. The delegation timeframe is based on the time zone where the delegation was entered. This column is not displayed by default.