Enable approval delegation

Approval delegation is an optional feature that enables users with approval rights to temporarily delegate their approval authority to another qualified operator. For more information, see Approval delegation.

To enable an operator to delegate approval authority, a System Administrator must make changes to a specific security role of the operator.

The following example illustrates how to enable approval delegation for the Change Management application.

To edit the security role to which you want to grant approval delegation authority, follow these steps:

  1. Log in to Service Manager with a System Administrator account.
  2. Click System Administration > Security > Roles.

    Service Manager displays a list of security roles.

  3. Optionally, in the Name field, type the name of the security role to which you want to grant approvals, for example, change approver.
  4. Click Search. The security role or a list of security roles opens.

  5. Locate the security role you want to edit, and select a Change Management security area, Change or Change Tasks.
  6. Select Can Delegate Approvals under Settings.
  7. Click Save.

Note It is a best practice to enable the Delegate Approvals or Can Delegate Approvals option only for operators who can also view and approve objects in the application.

Now, the operator can delegate approvals for the selected security area. For information about how to delegate approvals to another operator, see Delegate approvals to another operator.

Related topics

Approval delegation

Processes and Best Practices

Set rights to changes and change tasks

Add security roles and settings

Add folder permissions to a security role