Manage delegates

As an admin, you understand what users need to do to set up delegates.

Users who have access to the Access Certifications or Okta Access Requests app can specify another user as a delegate. Okta automatically assigns these apps to users when they're assigned to a governance task such as a campaign review or a step or approval in access requests.

1. Reviewers and approvers go to their dashboard (End-User Dashboard).

2. Open the Access Certification Reviews or Okta Access Requests app. The changes made from either app are applicable to governance tasks for both Access Certifications and Access Requests.

3. Click the profile icon to open the dropdown menu.

4. Click Delegate. Users can view, update, and delete the previously assigned delegate.

5. Specify the delegate user.

6. Optional. Select Delegate for specific duration and enter a start and end date.

7. Optional. Add a note to the delegate.

8. Click Save.

   After the user assigns a delegate, all future access certification campaign review items and tasks, questions, and approvals within access requests are rerouted to the delegate. If the user specified a duration, then the governance tasks are rerouted to the delegate only for that time period.

   Governance tasks are assigned only to the original reviewer or approver's delegate. For example, the original reviewer assigns their manager as a delegate and the manager assigns the director as a delegate. In this example, the governance tasks assigned to the original reviewer are still delegated to the manager.

   When users assign or change a delegate, existing reviews and tasks for access requests assigned to the user (or the previous delegate) aren't delegated. The user must reassign these tasks themselves. See Reassign review items or Manage tasks.