A Site/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 who are active (Status: Active) receive email notification of tasks to perform as proxy. This applies during the time specified time period, using the Start Date/Time and End Date/Time.
- Proxy users have access to all of the records, settings and functions of the original user. A proxy user signed in to another’s account cannot change Preference settings. The Audit logs reflect the actions taken by a proxy user as "on behalf of" the original user.
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 follow these steps:
Note: The following applies to Company Users, Partner Users, and Groups.
- Launch Unifier > Company Workspace tab > Admin mode > User Administration > Company Users.
- Select a user from the Users log and click open to open the Edit User window
- Click Proxy tab.
- Set the options per following descriptions.
Do not allow Proxies
The Site/Company Administrators, Company users, and Partner users) are permitted to select the Do not allow Proxies option.
Note: This option is read-only in the user's User Preferences window.
Users are able to add proxy users in their User Preferences window only if the Site/Company Administrator has not checked the Do not allow Proxies option in the Proxy tab of Edit User window.
Users who can act as my Proxy
This section of the Proxy tab lists the users who can act as proxy and allows you to add, adjust the settings, remove proxies, and view the proxy login history.
Note: You can select/designate more than one proxy user.
Add
The Company Administrator can assign other users to act as proxies to your account. if you are unable to do so.
To add a proxy:
- Click Add to open the Proxy User Settings window.
- Click Select to open the Users/Group Picker window.
- Select users, click Add, and then click OK to go back to the Proxy User Settings window.
- Enter the Start Date/Time and End Date/Time values.
- Select the Status (Active) and click OK.
Settings
Use this option to select an existing proxy and change the user settings of the proxy, such as start and end date/time. To change the user settings of the proxy, click Settings and follow the prompts.
The system sets the values in the time-related fields base on the user's preferred data and time formats.
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.
You can select Active to activate proxy's access. To disable proxy's access, select Inactive.
Remove
You can use this option to remove a selected proxy. To remove a user as a proxy, click to select the proxy from the list and click Remove.
Proxy Login History
Use this option to view the following information about the proxies:
- Name
- Login Date
- Logout Date
The last login information appears on top.
Note: The Sign Out link at the upper right portion of the Unifier window allows a proxy's session to end.