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Delegated groups ​

Configure managed groups to delegate limited management permissions to subordinate administrators. The group can maintain Sales Lead rules and Data Permission settings while Directory Isolation remains in effect.

Overview ​

💡 A System Administrator can create a virtual group with selected members and delegate limited management permissions. For example, the group can manage employees in a specified Org Structure, configure selected business objects, or maintain selected business roles and lead pool rules.

Before you begin ​

IMPORTANT

  • Role permissions: Only System Administrators can access, create, and configure managed groups.
  • Restriction: A user can belong to only one managed group.

Procedure ​

1. Create a managed group ​

  1. Go to Setup > Company Settings > Company Security Settings > Delegated Administration.

  1. Click New.

  1. In the Basic Info section, configure:
    • Group name: Enter a recognizable name, such as South China Limited Administrators.
    • Managed Org Structure: Select the departments that the group can manage in the organization tree.
    • Group members: Add members.
    • Description: Describe the group's business purpose.
  2. Click Save.

2. Configure the managed scope ​

  • Managed objects: Add business objects that group administrators can configure, such as Account and Sales Order.
  • Managed processes: Add business flows and approval processes that members can adjust.
  • Managed business roles: Add business roles that the group can modify.
  • Managed leads pool: Assign the lead pool that the group maintains.

Considerations ​

  • Self-ownership: When a group member creates a custom business object or process, the system automatically adds the asset to that member's managed group scope.
  • Physical boundary: When a managed group member signs in to Setup, the system limits all operations and views, such as the department tree and business role list, to the group's configured scope.

Expected result ​

  • Regular HR employee Wang Wu belongs to the East China Limited Administrators group, whose managed Org Structure is the East China Sales Department:
    • In Departments and Employees, Wang Wu can view and manage only the East China Sales Department and its child departments. Information about North China, South China, and other departments remains hidden.