You can be a proxy for multiple people; however, you can only designate one user as your proxy. Proxy users can be granted permission to access another user’s account to complete tasks and perform other functions on that person’s behalf. When another person logs in as your proxy user, that person will have access to all of the records and functions that you do. A proxy user logged in to your account cannot change your Preference settings. Audit logs reflect that actions taken by a proxy user are “on behalf of” the original user.
You can limit the period in which the proxy user will have access to your account by specifying a start and end date or leave their access active indefinitely.
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 proxy user must receive task notifications immediately, ask the proxy user to be sure the Send notifications in a single daily digest checkbox is not selected. See Select email subscriptions on the User Preferences Options tab.
To designate a proxy user to your account
| 1 | Click the Preferenceslink located in the upper section of the Primavera Unifier window. The User Preferences window opens. |
| 2 | Click the Proxy tab. |
| 3 | Click the Add button. |
| 4 | In the Proxy User Settings window, click the Select button. The Users/Groups Picker opens. |
| 5 | Select a user from the Select Users list and click Add. Click OK to close the picker. |
| 6 | If you have access to more than one company and are an active user in the companies, select the company to log into as well. If you have to change company access at any time, you must log out, and then log in again, selecting the new company to access. |
| 7 | 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 in as your proxy user and click OK. (Dates on the calendar that are grayed-out are company-defined non-working days. They are valid selections for this function.) |
| • | 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, and then click the Reset button. |
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.
| 8 | Choose Active to activate the proxy user access, or Inactive to disable proxy user access. |
| 9 | Click OK. |
Note: If you have access to more than one company and want to assign a proxy in those companies, you will need to go into each company and set the proxy user. Click your User name, select the company and repeat the above steps for that company.
To name a new proxy user
You can designate only one proxy user. If you want to change to a different proxy user, make the first user inactive, then add a new one.
Note: Your Company Administrator can also assign another user to act as proxy to your account if you are unable to do so.
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Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.