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ORCID

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Delegates in ORCID

Welcome to the section on Delegates in ORCID! Use the links below to navigate directly to the section you need:

Granting Delegate (Trusted Individual) Access

Granting Delegate (Trusted Individual) Access

Trusted individuals, also called delegates, can help manage your ORCID profile by adding or editing information on your behalf.

Note:

  • Delegates cannot change your password or perform actions requiring email verification.
  • Delegates must sign up for and have an ORCID BEFORE you can make them a delegate.

Steps to add a delegate:

  1. Log in to ORCID. Click your name at the top of your profile.
  2. Select Trusted Parties.
    Trusted Parties menu in ORCID
  3. Scroll to Search for ORCID users to add as trusted individuals. Note trusted individuals need to have an ORCID. 

More information on adding a trusted individual to your account. 

Logging into ORCID and Acting as a Delegate

Logging into ORCID and Acting as a Delegate

Note:

  • Delegates cannot change your password or perform actions requiring email verification.
  • Delegates must also have their own ORCID iD.
  1. If you have not already, sign up for an ORCID or connect your existing ORCID to your Northwestern NetID.
  2. Log in to ORCID. If designated as a delegate, you will receive a notification in your ORCID inbox.
    ORCID inbox notification for delegates
  3. At the top of your ORCID profile, you will see a notice stating, "You are managing your ORCID record," along with an option to Switch to another account.
    ORCID switch account notice for delegates
  4. Manage the designated ORCID record as if it were your own, with the exception of password changes. To return to your account, select Switch back to me.

Actions Delegates Can Perform in ORCID

Actions an ORCID Delegate Can Perform in ORCID

 
Action Delegate Can
Adding Funding manually Yes
Adding Funding using Search and Link Wizard for Funding: Dimensions Yes
Adding Works from a BibTeX file Yes
Adding Works manually Yes
Adding Works using identifiers: DOIs Yes
Adding Works using identifiers: PMIDs Yes
Adding Works using Search and Link Wizard for Works: DataCite Yes
Adding works using Search and Link Wizard for Works: Scopus Yes
Changing password No
Changing visibility of records in profile No
Connecting ORCID with Northwestern Elements No
Deactivating an ORCID account No
Granting access to other delegates No
Updating or adding email addresses in ORCID No