Managing direct reports

Supervisors can manage their direct reports access. This can include general identity information, area access, modifying or removing roles, task delegation, and access control.

1. From the Home page, click My Profile > Direct reports .

   

2. In the Direct reports list, select the direct report that you want to modify.

   

   Tip:

   Use the filters described in Viewing direct reports to search for and select the direct report you require.

   

   Important:

   General identity information attributes are typically synchronized from an external data source to populate the general identity information. If you make updates to identities that are synchronized with an external data source, your changes can be overwritten by the synchronization.

   • A supervisor with default permissions cannot modify any of the General identity information for their direct reports.
   • A supervisor with manage direct reports permission can modify the General identity information if required. This enhanced permission is typically used to manage contractors or temporary workers who are not synchronized from an external data source.
3. Click the Access page to request or modify area access for your direct report.

   

   1. Click Request access to request access to one or more areas.
   2. Click to remove any area access that is no longer required and click Revoke to confirm the removal.
      Note:

      You can only remove area access that was manually added. Area access that was added using a provisioning policy is identified using the locked () icon and cannot be modified.
4. Click the Roles page to modify or delete role access for your direct report.

   

   1. Click a role hyperlink to view the role details.
   2. Click next to a role to remove the role access that is no longer required and click Remove again to confirm.
      Note:

      You can only remove roles that were manually added. Roles that were added using a provisioning policy are identified using the locked () icon and cannot be modified.
5. Click the Delegations page to view or modify delegations for your direct report.

   

   1. Click Add delegation to delegate tasks to another user.
   2. Click next to a delegation to modify the settings.
   3. Click next to a delegation to remove a delegation that is no longer required.
6. Click the Access control page to view the access control settings for your direct report.

   

   1. (Optional) A supervisor with manage direct reports permission can modify the Access control settings if required.
7. Click the User permissions page to view the web portal permissions for your direct report.

   

8. Click the Visitor management page to view the visitor management settings for your direct report.

   

Example

Tip:

Click the animation to view full size.