Assign delegate from the Admin Console

If your org has the Access Governance - Delegates feature enabled, you and users can assign another user as a delegate to complete governance tasks for them. Governance tasks include access certification campaign review items and access request approvals, questions, and tasks.

Before you begin

  • You have both the access certifications and access requests admin roles or the super admin role.

Start this task

  1. In the Admin Console, go to DirectoryPeople.

  2. Search and select a user.

  3. On the user's profile page, go to the Delegate tab.

  4. Click Assign a delegate.

  5. Specify the delegate user.

  6. Optional. Select Delegate for specific duration and enter a start and end date.

  7. Optional. Add a note to the delegate.

  8. Click Save.

After you assign a delegate, all future access certification campaign review items and tasks, questions, and approvals within access requests are rerouted to the delegate. If you specified a duration, then the governance tasks are rerouted to the delegate only for that time period.

When you assign or change a delegate, existing access certification campaign reviews and tasks for access requests assigned to the user (or the previous delegate) aren't delegated. The user must reassign these tasks themselves. See Reassign review items or Manage tasks.

Users can see the delegate assignment information from the Access Certification Reviews or Okta Access Requests app. To allow them to add, change, or remove their delegate themselves, see Allow users to assign delegates.

To understand the user experience of viewing or making changes to their delegates, see Manage delegates.