Delegations

Managing delegations

• Fiscal Officer delegations are managed using the Account Delegate and Account Delegate Global maintenance documents. 
• Organization Review delegations are managed using the Organization Review maintenance document.
• All other delegations are managed using the Role maintenance document.

Types of Delegations

Delegations come in two flavors, primary and secondary. 

• Primary delegates will receive action requests directly, the person who delegated their action to a primary delegate can pull documents into their action lists. 
• Secondary delegates will not receive action requests, but can pull documents into their action lists for users who have given them secondary delegation.