Creating a delegation

To create a new delegation, the user must select, in the client workspace (KDV), the profile of the specific legal person or external organisation in which they have the right to grant delegations to other persons.

One can create a new delegation in the "Delegations" section of the Portal, pressing the "New delegation" button located above the delegation table on the upper right side next to the delegation search field.

                                  Figure 82. Creating a new delegation in the legal person’s and external organisation’s workspaces;

 

Pressing the "New delegation" button opens a modal window consisting of four (4) sections in which the following information must be entered:

•         Personal identity number of the natural person to whom the delegation is awarded (required field);

•         E-mail of the natural person to whom the delegation is awarded;

•         Access Type/Permissions – in the legal person’s profile, “Limited Access” or “Full Access”, and in the external organisation’s profile, “Administrator” or “User”. In both profiles, this field is mandatory.

     o        Limited Access/User – the right to access the legal person’s profile or the external organisation’s profile, including all sections of the relevant profile;

     o        Full Rights/Administrator – includes all “Limited Access”/”User” rights, and additionally allows management of the “Delegations” section.

•         Term – indefinite or fixed-term, with the term indicated in the “End Date” calendar field (a mandatory field, unless the option “Does Not End While the Profile Exists” is selected). In the calendar field, a date may be selected from the pop-up calendar, changing the month and year at the top of the calendar window, or entered manually in the specified format.

Once the user enters all the required information in the data fields, the "Assign" button activates, which the user must press to save the delegation created.

                                                          Figure 83. Creating a new delegation.

Once the user presses the "Assign" button, the Portal saves the delegation created and displays it under "Delegations" in the delegation overview table.