---
title: "Managing Delegates"
slug: "create-or-remove-delegate"
updated: 2026-07-21T15:07:02Z
published: 2026-07-21T15:07:02Z
canonical: "support.eduphoria.net/create-or-remove-delegate"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Delegates

Users with the **Assign Delegates** right can add, edit, and remove delegates in Aware. Delegates manage new item bank questions, performing tasks such as reviewing, editing, and approving items before making them available to other users in Author.

## **Quick Guides**

### **Creating a New Delegate**

1. Select the **Item Bank Settings** gear icon ( settings ).
2. From the settings options, select **Manage Delegates**.
3. Select **Add Delegate**.
4. Type the name or email address of the staff member in the **User** search bar and then select the name of the user you want to add as a delegate.
5. Select the staff member from the list and then click **Next**.
6. In the **Standard Sets** window, select the checkbox for each standard set you want to assign to the delegate, then click **Select Standard Sets**.
7. In the **Add Delegate Permissions** window, select the checkbox(es) to determine which actions the delegate can take on items that match their assigned standard sets. Them, select **Update Permissions**.

### Editing Assigned Standard Sets and Permissions

1. Select the **Item Bank Settings** gear icon ( settings ).
2. From the settings options, select **Manage Delegates**.
3. Type the name of the delegate in the **Search by Name or Standard Set** field to filter the list.
4. In the row for the delegate you want to edit, select the delegate’s name.
5. (Optional) Add new standard sets to the delegate by selecting **Add Standard Set**.
6. (Optional) Change the delegate’s permissions by selecting or clearing the necessary checkboxes.
7. Select **Update Permissions** to save your changes.

### **Removing a Delegate**

1. Select the **Item Bank Settings** gear icon ( settings ).
2. From the settings options, select **Manage Delegates**.
3. Type the name of the delegate in the **Search by Name or Standard Set** field to filter the list.
4. In the row for the delegate you want to remove, select the **Delete Delegate** icon ( ).

## **Illustrated Guides**

### **Creating a New Delegate**

**Step 1:** From the main menu, select the **Item Bank Settings** gear icon ( settings ).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(431).png)

**Step 2:** From the resulting drop-down menu, choose **Manage Delegates**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-K9O3IVDL.png)

**Step 3:** Select **Add Delegate**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-2SN8FG97.png)

**Step 4:** Type the name or email address of the staff member in the **User** search bar and then select the name of the user you want to add as a delegate.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-ETT8JQKV.png)

**Step 5:** Select **Add Delegate** to confirm your selection.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-81IOESRZ.png)

**Step 6:** In the **Standard Sets** window, assign standard sets to delegate. The delegate can then manage items matching the selected standard sets.

Use the **Subjects** and **Grade Levels** drop-down menus to filter the list or search for a specific standard set by typing in the **Search** bar ( search ). Selecting **Reset Filters** clears the **Subjects**, **Grade Levels**, and **Search** filters.

Select the checkbox for each standard set you want to assign to the delegate, then click **Select Standard Sets** to apply all selected sets.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-5SUUBT4M.png)

**Step 7:** In the **Add Delegate Permissions** window, determine which actions the delegate can take on items that match their assigned standard sets.

If you need to assign another standard set, you can do so here by selecting **Add Standard Set**.

The following permissions can be assigned to delegates:

- **Edit Item Bank Questions** - Allows the delegate to edit items in the local bank for the assigned standard set(s).
- **Approve Item Bank Questions** - Allows the delegate to approve pending items in the item bank. Approving an item makes it available in [test authoring](/v1/docs/the-aware-test-authoring-interface) and in [Questions and Resources](/v1/docs/questions-resources).
  - When a new item is submitted to an item bank, the delegate is notified that an item is pending approval. If the delegate denies the approval, the user who submitted the item is automatically notified that the item was rejected.
  - If no delegate is assigned to the standard set, the request for approval notification is sent to Item Bank Administrators with the Manage Item Bank right.

Select the checkbox to apply the permission and then select **Update Permissions**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-7KRF3QJY.png)

### Editing Assigned Standard Sets and Permissions

**Step 1:** From the main menu, select the **Item Bank Settings** gear icon ( settings ).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(431).png)

**Step 2:** From the resulting drop-down menu, choose **Manage Delegates**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-K9O3IVDL.png)

**Step 3:** Type the name of the delegate in the **Search by Name or Standard Set** field to filter the list.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-VPAMYV27.png)

**Step 4:** In the row for the delegate you want to edit, select the delegate’s name.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-AYSL6ICT.png)

**Step 5:** (Optional) Add new standard sets to the delegate by selecting **Add Standard Set**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-5SUUBT4M.png)

**Step 6:** (Optional) Change the delegate’s permissions by selecting or clearing the necessary checkboxes.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-2I4PP54S.png)

**Step 7:** Select **Update Permissions** to save your changes.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-7SSP0WGE.png)

### **Removing a Delegate**

**Step 1:** From the main menu, select the **Item Bank Settings** gear icon ( settings ).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(431).png)

**Step 2:** From the resulting drop-down menu, choose **Manage Delegates**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-K9O3IVDL.png)

**Step 3:** Type the name of the delegate in the **Search by Name or Standard Set** field to filter the list.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-VPAMYV27.png)

**Step 4:** In the row for the delegate you want to remove, select the **Delete Delegate** icon ( ).

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image-S25XJ04R.png)