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- Click on the Account Delegate link to search for an existing delegation by account number, Document Type, and/or by the delegate’s NetID. Delegations may be copied by clicking Copy, or to set up a new delegation, click Create New.
- Enter the Chart Code (UC).
- Enter the Delegate Account Number.
Enter the Document Type.
Info title Info Use KFS as the document type for all documents. For individual eDoc types, see Short Names by eDoc Type.
Note title Note: When you create new accounts, delegations will not automatically copy over from other accounts; you must create delegations for the new accounts.
- Enter the new delegation's NetID.
- Alternatively, you can click on the magnifying glass icon to search for the person’s NetID.
- Alternatively, you can click on the magnifying glass icon to search for the person’s NetID.
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- See the filter information below.
Leave the Account Delegate Primary Route box unchecked for Secondary Delegation
- Multiple secondary delegations are allowed.
| Info |
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The action list filter shown above is located at the top right of your action list. It will only appear if there is something that you can approve on behalf of the delegator. |
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