Delegate User Privileges


Concept

In this topic, you will learn how to delegate user privileges.


Steps:

  1. Hover over the Grant Maintenance menu and click the Package Submission menu item to begin the process of delegating user privileges.

    Step 1
  2. The system displays your list of awards.  Click the Select button to mark the desired performance report package.

     

    In this example, click the Select option to mark award Z420C130001.

    Step 2
  3. Click the Continue button to continue to the Performance Report List tab.

    Step 3
  4. Click the Vertical scrollbar to scroll down and view the list of reports.

    Step 4
  5. Click the Select button to mark the Annual Performance report for award Z420C130001.

    Step 5
  6. Click the Edit Report button to edit the report you selected.

    Step 6
  7. Click the User Privileges button to display the User Privileges tab.

    Step 7
  8. The Package Privileges field is displayed, containing the roles available to each user.

     

    In this example, the current user will retain the Manager privilege.  A new user will be added and assigned the Submit privilege.

    Step 8
  9. Click the Add User(s) button to add a new user.

    Step 9
  10. Important Note:  The person to whom you want to delegate package level privileges must be a registered G5 user in order for the system to find the person's information.

    Step 10
  11. Enter the desired information into the Email field.

     

    In this example, enter "bjorn.reviewer@gmail.com".

    Step 11
  12. Click the Search button to search for the person's information in the system.

    Step 12
  13. Note:  If the person exists in G5, then the information will display.  Otherwise, the person will need to register in G5.

     

    Click the Select button to mark Bjorn Reviewer.

    Step 13
  14. Click the Add User(s) button to add the person you selected as a delegate.

    Step 14
  15. Click the Vertical scrollbar to scroll down to the bottom of the screen.

    Step 15
  16. Click the Continue button to continue and return to the User Privileges tab.

    Step 16
  17. The system displays a message indicating that the user was successfully added.  The user you added now displays in the Package Privileges section.

    Step 17
  18. Click the Select button to give the new user the Submit privilege.

    Step 18
  19. NoteOnly one user may have the Submit package level privilege at any given time.

     

    Click the Vertical scrollbar to scroll down to the forms list.

    Step 19
  20. Next, you must assign form privileges to the new user.  Form privileges determine which forms the user can access and the actions they can perform.

     

    In this example, click the Select button to mark the Project Status Chart - Section B & C form.

    Step 20
  21. Click the Form Privileges button to view the Form Privileges screen.

    Step 21
  22. You may assign privileges at the form level as needed.  For this example, both Edit and View privileges will be assigned.

     

    Click the Edit privilege option.

    Step 22
  23. Click the View privilege option.

    Step 23
  24. Click the Continue button to return to the User Privileges tab.

    Step 24
  25. Click the Vertical scrollbar to scroll back down to the forms list.

    Step 25
  26. You may repeat the process for each of the forms in order to assign privileges.

    Step 26
  27. Once you have set the Form Privileges for each of the forms, click the Continue button to return to the Package Information tab.

    Step 27
  28. The system displays a message indicating that the package has been updated.

    Step 28
  29. Hover over the Main menu and click the Home menu item to return to the My Home Page screen.

    Step 29

Congratulations!

 

You have successfully delegated user privileges.