Log in as a proxy user

 

 

If you have been designated as a proxy for another user, that user will be listed in the lower portion of the Proxy tab of the User Preferences window. As a proxy user, you have virtually all of the permissions of the other user, with the following exceptions: you cannot change the original user’s Preference settings (including their password), and you cannot alter any user’s Permission settings, even if the original user has Administration permissions to do so.

To log in as someone else’s proxy user

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 Select the user account to which you want to log in as a proxy.
4 Click Proxy Login. The Primavera Unifier Home Page opens, and you are immediately acting on behalf of the user.

To log out as a proxy user

Click the Logout link at the upper right portion of the Primavera Unifier window. Your Proxy session will end, but you will still be logged in to Primavera Unifier under your own user name.

To view the proxy user settings

1 Click your User name, and select Preferences. The User Preferences window opens.
2 Click the Proxy tab.
3 In the lower portion of the Proxy tab window, select the user account to which you have been named proxy user.

 

Item

Description

Users who can act as my Proxy

Allows you to designate another person who can log 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. The Settings button allows you to activate/deactivate the proxy user or set login time limits.

Users I can act as their Proxy

Lists users who have designated you as a proxy user. You can log in as a proxy user by selecting a user and clicking the Proxy Login button, or view your proxy Settings.

Add

Allows you to add a proxy user and specify start and end dates and status.

Settings

Select the proxy and click Settings to edit the user or proxy settings.

Remove

Select the proxy and click Remove to remove the proxy user.

Proxy Login

Select a user and click to log in as the proxy user.

Settings

Click to view your settings if you are a proxy user.

4 Click the Settings button. The Proxy User Settings window opens.
5 Enter the Start and End Date/Time of your proxy access.
6 Check that Active is selected (default.)
7 Click OK.
8 In the User Preferences window, click OK.

 

 

 

 


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