Transfer of Authority – Coordinator privileges
Hello, I have not been able to successfully set a transfer of authority to allow a user to coordinate on behalf of someone else. Acknowledge/Approve seem to work fine but any suggestions on how to set this up successfully? Thanks!
Specific issue is a number of SCARs in Effectiveness Review and the coordinator has left the company and they need to be closed.
The thing to remember with transfer of authority its transfers the task but not the privileges. Check, has the person you are transferring the task to got the same privileges that the guy who left had?
Otherwise should work OK, but confirming Agile version in your question as my experience is 9.31. & 9.3.2 not sure it changes outside of these versions.
Thanks for your feedback Adrian. I’ve verified both users are members of the same SCAR Coordinator group so I think permissions should be identical. We are using v9.3.3. Coordinating should be treated no differently than acknowledging/approving … right?
Assuming you mean by being members of the same SCAR group they are inheriting roles and therefore privileges from being members of the group and you don’t assign roles to users?It could be the privileges are coming from multiple group membership. You need to check any roles directly assigned to the leaving user are applied to the other person and you should make sure the new user is a member of all the group the leaving person is a member.
Retest if it works you can start removing groups / roles until you find the one that resolved the issue. If with exactly the same roles assigned and group membership it doesn’t work ts probably not a privilege issue.
Thanks for that – I’ve just verified there is identical group membership for the two users (yes we have roles given to groups rather than users), so it doesn’t look like it’s a privilege issue. Hmm. Is it possible I’m not setting up criteria correctly? I’ve chosen the SCAR: all
Hi KLM,
please find below the docmentatino part for Transfer Authority
Transferring Signoff Authority
If you have the appropriate privileges, you can temporarily transfer your signoff authority for the routable object to one or more Agile users. For example, if you know you will be on vacation for a week, you can give other users the authority to sign off routable objects for you while you are gone.
So you can transfer the approval authority but not the change coordination.
You can Create a criteria Changes where “Change Analyst In User_To_Be_replaced”
And create all privileges that a change analyst can do in your system using this criteria.
Now you can assign those privilege to a Role that is assigned to the delegated user.
I strongly recommend to don’t proceed in this way otherwise you will lose the control easilly.
Therefore, you can just Update, also via a custom script, all changes, replacing Change Analyst field From user A t User B.