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Delegate Owner

What is the Delegate Feature?​

The Delegate feature allows you to designate one or more individuals to manage specific aspects of your platform on your behalf. This functionality is particularly beneficial during busy periods or when you are unavailable. Delegates will receive any notifications intended for the platform owner, ensuring they stay informed and can take timely action.

Why Use Delegates?​

Using delegates helps maintain continuity and accuracy in platform management. By assigning delegates, you ensure that updates and changes are handled promptly, even in your absence. This feature is essential for:

  • Ensuring Continuity: Delegates can manage tasks and respond to issues, ensuring that the platform runs smoothly without interruptions.
  • Maintaining Accuracy: Delegates can handle updates and changes, reducing the risk of errors and ensuring that all actions are performed correctly.
  • Timely Notifications: Delegates receive notifications intended for the platform owner, allowing them to stay informed and take necessary actions promptly.

Scope of the Delegate Feature​

The Delegate feature is available for both the Platform and Portfolio levels but is not applicable for Applications. This means you can add or remove delegates for managing the overall platform or specific portfolios, but not for individual applications within the platform.

How to Add or Remove Delegates​

Adding Delegates​

  1. Navigate to the Platform.
  2. Click on Delegated Owner. Delegated Owner Add Owner

Update/Removing Delegates​

  1. Navigate to the Platform.
  2. Click on Delegated Owner. Remove Owner
  3. Click on Cross Sign on the Owner label to be removed..
  4. Search for a user to be added as Delegated Owner.. Add Owner

Conclusion​

The Delegate feature is a powerful tool for ensuring that your platform is managed efficiently, even when you are not available. By designating delegates, you can maintain continuity, accuracy, and timely responses to notifications.