Delegate a review authority
01In a nutshell #sec_2fa54899
A delegation says who can decide in place of whom, and why — for a limited time, with a reason, and without ever erasing the trace of what was decided under its cover.
02Where #sec_62fa5fe7
Governance › Delegation. Two tabs: Active delegations and History.
The subtitle changes with your role. As an administrator: Who can decide in place of whom, and why. As an auditor: the same list, read-only.
03When to delegate #sec_40acb277
An absent, departed, or unresponsive reviewer. The page Steer, unblock, report said it: follow up first, then delegate. A reviewer can also delegate a request from their queue; what you set here applies to all their requests, not just one.
The empty screen says it in its own way: No one currently decides in place of another. Each review decision is attributable to its own responsible party. This is the normal state; a delegation is a dated exception.
04The action: New delegation #sec_0e912441
The panel asks for six things, in this order.
The platform and the tenant. The delegation applies to one data source. It does not cross tenants.
The mode. This is the choice that commits.
| Mode | What it does |
|---|---|
| Co-assigned | Adds one or more delegates in addition to the holder. Both can decide. The holder retains control. |
| Transfer | Replaces the holder with a delegate. The delegate decides alone, in place of the holder. |
Co-assign for a short absence or reinforcement; transfer for a departure or change of scope.
On behalf of. The source user, by their address or UPN. Delegated to: the target, one in transfer, one or more in co-assignment.
The period. 15 days, 30 days, 3 months, or a custom date. The panel sets the limit and its meaning: every delegation has an end, capped at N months. Beyond that, it is no longer a delegation but a change of responsibility, to be recorded in the reference. An end before the start, or beyond the cap, is refused.
The reason and justification. The reason is chosen; the justification is written. It is read as is by the auditor — and for a delegation of wide scope, it is mandatory: a commitment of this scope must be justified.
Save. The delegation appears in the active tab, with its period, its reason, who set it up, and N days remaining.
05Duplicates #sec_63052b18
If a rule overlaps an existing delegation, the screen signals it with the concerned users. Two delegations that say the same thing are not worth one: they make the file unreadable.
06Revoke #sec_bbe4f8bb
Revoke on a line, or on a selection. The dialog says what changes: … will no longer be represented by this delegate. Decisions already made under this title remain valid. And what does not change: the delegation is not deleted: its cycle closes and remains in the audit file.
A reason is requested; the context is optional, but read.
A global delegation — set at the subscription level — cannot be revoked here: managed at the subscription level . Contact the subscription administrator.
07The deadline #sec_e05606f1
A delegation that has reached its term ceases to act; the line has been overdue for N days and a reminder at the top of the page indicates that delegations have exceeded their deadline. Nothing extends on its own: if the need continues, it is a new delegation — or, once the limit is reached, a change of responsibility.
08The history #sec_ff8018ac
The History tab counts N closed cycles out of N delegation relationships. Each line shows the last cycle — reason, dates, who revoked, why — and View the N cycles unfolds the rest. View the file opens the complete piece.
This is what an auditor will read to know why a name appears on a decision that was not theirs. The history is not purged from here.
09Import #sec_ece3736e
Import loads delegation rules in bulk, from a file. Useful when opening a workspace, when the substitutions are already known; unnecessary afterwards, when each delegation deserves to be set by hand with its reason.
10What the configuration can prohibit #sec_d5cbef8a
If the workspace has been configured not to admit local delegation, the screen says it at the top: the current configuration of the workspace does not allow adding a delegation locally. This is not a failure; it is a choice of the subscription.
11To remember #sec_99b79e25
One mode, two names, an end date, a reason. The delegation is revoked, it is not deleted; it expires, it does not extend. And when it is not the person but the resource that has nothing to do there, the next page takes over.