Delegate User - Permissions
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01-25-2023 12:09 PM
Hey there, colleagues!
A quick question: I'm creating a flow where I should insert a new entry in the table 'Delegates' whenever there is a request for it.
Its working well but the client manager says that whenever someone delegates to other person - that other person stays with the roles and groups of the person who is delegating to them, and even when removing the delegate the roles stay.
But I have investigated a lot and in any place says what this manager is saying!
Do you know how it works in the background of this 'delegate user' mechanism? So I can understand better.
Thanks in Advance!
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01-25-2023 01:38 PM - edited 01-25-2023 01:39 PM
Hi,
OOTB delegate functionality can give you the rights for below permissions-
1. Approvals
2. CC Notifications
3. Task Assignment
4. Meeting Invites
There is no role assignment or group membership created if we make someone delegate of some other.
Thanks and Regards,
Saurabh Gupta