If a user's role acts in a supervisory capacity and can designate and oversee delegate users, they will have access to the Delegate Management Dashboard.
When a delegate selects a supervisor, an email and system notification will be sent to the selected supervisor to request review of the pending delegate connection. Supervisors can approve, reject, remove, and/or re-add a delegate by selecting the delegates name and accessing their delegate details card.
If a delegate was previously removed or rejected, supervisors can re-add and approve the delegate again through the Delegate Management Dashboard by selecting the delegate and updating their status.
Supervisors can also make new or re-establish delegate connections by selecting Add+ in the Delegate Management Dashboard and searching for the delegate's account via their registered email address.
Important Notes:
- Delegates and supervisors may re-initiate connections after removal or rejection, depending on PDMP configuration.
- Some PDMPS may not allow delegates to add new supervisors.
- Some PDMPS may limit the number of supervisors and/or delegates allowed per user. If a user exceeds their PDMPs implemented limit, an error message will appear indicating "No more delegates can be added."
- If a user attempts to make a delegate/supervisor connection using an email address that is not associated with a registered PDMP account, an error message will appear indicating "The email address provided cannot be specified as a delegate."