A Company Administrator can designate a user to be a Proxy User for another user. Proxy users can be granted permission to access another user’s account and perform various functions on that person’s behalf if that person is unavailable, such as on vacation.
Proxy users have access to all of the records, settings and functions of the original user. A proxy user logged onto another’s account cannot change Preference settings. Audit logs reflect that actions taken by a proxy user are “on behalf of” the original user.
Proxy users who have the active status (and during the time period specified using the Start Date/Time and End Date/Time, if a time period is specified), will receive e-mail notification of tasks to perform as proxy.
Note: If the specified proxy user has Send notifications in a single daily digest selected on the Options tab of their User Preferences, it will impact when they receive notification of the task they must perform as proxy. Ensure that the Send notifications in a single daily digest checkbox is deselected for the proxy user if that user must receive the task notifications immediately.
To designate a proxy user to another user’s account
| 1 | In the User Administration log, select a user and click Open. The Edit User window opens. |
| 2 | Select the Proxy tab. |
| 3 | In the upper portion of the window, click the Add button. The Proxy User Settings window opens. |
| 4 | Click the Select button. The User/Group Picker opens. Select a user from the Select Users list and click Add. |
| 5 | If you want to limit the time period that the proxy user can access your account (for example, only during your vacation days), do the following: |
| • | Click the Start Date/Time calendar icon. Select the date and time that you want the proxy to be able to begin logging on as your proxy user and click OK. |
| • | Click the End Date/Time calendar icon. Select the date and time to end proxy access and click OK. |
| • | To clear a date that has already been entered, click the calendar icon, then click the Reset button. |
| 6 | Click OK to close the picker. |
Note: If you do not specify a start or end date, the proxy user can access your account immediately, and their access privileges will not expire.
| 7 | Choose Active to activate the proxy user access, or Inactive to disable proxy user access. |
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