Edit a delegate

  1. Select Maintain and Assign Delegates in Administrator Options to administer delegated consultant companies by granting and revoking their application roles.

  2. In the Manage Delegates window, view the delegates previously assigned.

  3. Click a Delegate ID to open the Business Associate – Edit Roles window for that ID.

  4. Click Add Roles to add additional roles (see User roles). Click Cancel to return to the previous window. You can also click an Assigned Role to edit information including the expiry date and contact information.

  1. Edit the following delegate contact information.

Field

Description

Expiry Date

Enter the date you want to expire the roles in the format mm-dd-yyyy or click to open a calendar..

E-mail Notification

Select if you want to send e-mail notification of the role to the delegate.

Contact Name

Enter the name of the delegate contact.

Contact E-mail

Enter the e-mail address of the delegate contact.

  1. Click Save to apply the changes. (Click Cancel to return to the previous window.)