2398022 - How to enable delegate functionality in Learning?

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

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SAP SuccessFactors Learning 

Prerequisite:

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

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

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

 3. Select the user in the search user option >

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 the Global Application Settings, the corresponding option will show:

• Predefined Permissions

• Selected Permissions:

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

How can delegate user act on behalf of the manager

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

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

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

• Inactivate delegates: https://influence.sap.com/D48050
• Admin should be able to set up delegates: https://influence.sap.com/D41425
• Delegate should be able to remove curricula: https://influence.sap.com/D41794
• Enhance user search when selecting a delegate: https://influence.sap.com/D41418

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