Monday 28 November 2016

How to Delegate permission for a User’s or Group in Project online.

Today I am writing about how to delegate permission for a user’s and Groups in Project online step by step with screen shots.
We have option in PWA (project online) to delegate and act user role same account from any of the users.
Example: we have admin account and we need to update some data or Timesheet for a user’s, but we don’t have their user id and password.
But still we can use the particular user for updating timesheet in Project PWA, we are functioning the same for Project online, also we can use this for on premises as well.
Follow the below steps to Delegate the user permission using Admin account:
  • Login to the PWA site with authorized user account and password.
  • Now click on Gear box from right side of page called setting and select PWA setting.

  • Click on the Mange Delegates under Personal setting on the first option of PWA setting.
  • On the Manage delegate’s page, we will getting option from Ribbon page called Delegations, select the same and click on new option to create new delegation.
  • Once clicked on new, it will take us to Add delegation page, where we need to set following options to configure properly.
Set Delegation Period*:  Select the period during which the delegate will be able to manage work
From date to next To Date*: between these date user can access the delegation.
Set Delegate *: The delegate that you want to manage work during the specified period  
Working on Behalf Of*: The person who requires a substitute
  • After feeding all required field click on save to take effect.
  • Once you will save this, you will redirecting to Delegation page, where you can see your account is added as delegate the users.
  • Now To start the delegation, click on PWA setting from Gear box of the page and select Act as a Delegate
  • Now on the Act as page, select created delegation user and click on Start Delegate session from Delegation Ribbon page.
  • Once you will start the session you will getting the delegation act as information on the page, which is about you are acting this page as mentioned user.
Note: We can stop the delegation by selecting same user under the Act as delegation from PWA setting and stop delegates from above screen.

Thanks ☺


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