SAP Knowledge Base Article - Public

2398022 - How to enable delegate functionality in LMS

Symptom

  • Supervisor delegation function enables supervisor to identify other users with supervisor responsibility - or act on their behalf under necessary requirements based on the business.
  • For example of the supervisor is out of office and nominates a delegate to be responsible for all supervisor's subordinates.
  • Delegates made by supervisor can have some or all the permissions granted to the supervisor he acts on behalf of.

Environment

  • SuccessFactors Learning Management System (LMS) - All Supported Versions

Resolution

Prerequisite:

  1. Ensure https://*.plateau.com, https://*successfactors.com, & https://*.sapsf.com is added to trusted sites.
  2. System admin > Configuration > Global Variables
  3. Delegate Settings
  4. Choose between Selected or Predefined Permissions

delegate_GV.PNG

  • If you select Predefined Permissions, then supervisors can select another user to act as a delegate.
  • When supervisors provide predefined permissions to another user, they provide that user with all of the workflows of the USER PROXY ROLE (System Admin > Security > Role Management).
  • If you select Selected Permissions, then supervisors can select the workflows (from the set of workflows that they currently have) that they want to grant to the user. 

Set up a delegate

1. On User interface go to "options and settings" on the LINKS tile

delegate_links.PNG

 

2. Under Delegates, click "Add" to add a user as delegate -

delegate_add.jpg

 

 3. Select the user in the search user option

delegate_search.PNG

TIPS:

To define any restriction on the number of users returned in this search, please be aware of the following settings in System Admin > Configuration > System Configuration > Search

# This configuration is used to specify the number of organization levels above the user's organization the user can search when restrictUserPeerSearchbyOrg is enabled.
# Min Value: 0 /Max Value: 30  Default value: 0
# 0: search results returns only users associated to the user's organization or its sub-organizations
# > 0:search results returns users associated to user's parent organization <x levels above user's org.> and its sub-organizations
orgLevelsAboveUser=

# This configuration is used to limit the end user's user search to users within an organization tree.
# True: users may only search for users within specified organization tree
# False: users may search for any active user in the LMS
# Default: false
restrictUserPeerSearchByOrg=

4. Grant Permissions

Depending on what you have selected in Global Variables, the corresponding option will show:

  • Predefined Permissions

delegate_permissions.PNG

  • Selected Permissions:

delegate_selected.PNG

5. SAVE your choice and the user can now start to act as a delegate

How can delegate user act on behalf of the supervisor

1. On User interface go to the LINKS tile

There is now a banner for "delegator" where you can select a user for which you want to act on behalf of

delegate_view.PNG

 

2. Once you select a user, you will open a new window where you can act as delegate

delegate_view2.PNG

See Also

Please support the following enhancements if they are relevant for your business:

Keywords

Success Factors, Subordinate act on behalf, assign a manager a deputy that can manage learning for all his subordinates, delegate, selected permissions, predefined permissions, user proxy role, delegator , KBA , LOD-SF-LMS-ADM , Admin Tools , LOD-SF-LMS , SuccessFactors Learning , How To

Product

SAP SuccessFactors Learning all versions