Proxy Tab

Use the Proxy tab to:

Prevent assigning proxies (Do not allow Proxies)
Note: The Do not allow Proxies option is available for the Company Administrator (and in Admin mode), only.
Add multiple proxies (My Proxy tab: Users who can act as my Proxy)
See the list of users who can act as your proxy (My Proxy tab: Users who can act as my Proxy)
See the list of users who you act as their proxy (I am Proxy tab: Users I can act as their Proxy)
See the history of proxy login (Proxy Login History tab)

You can select/designate more than one proxy user.

You can be a proxy for multiple people, and you can designate more than 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 signs in as your proxy user, that person will have access to all of the records and functions that you do.

When you designate another user as your proxy, the user will have access to all of:

The records that you have generated
The functions that you perform

When you designate another user as your proxy, the user will not be able to change your Preference settings and the Audit logs reflect the actions taken by a proxy user as "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 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.

Note: If the proxy user must receive task notifications immediately, ask the proxy user to ensure that the Send notifications in a single daily digest checkbox is not selected. See Selecting Email Subscription Options on the Preferences window, More tab.

Do not allow Proxies

Only 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 Preferences window.

Users are able to add proxy users in their 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.

The Proxy tab contains the following tabs:

My Proxy tab
This tab enables you to determine the users who can act as your proxy (Users who can act as my Proxy). This tab of the Proxy tab lists the users who can act as your proxy and allows you to add, adjust the settings, remove proxies, and view the proxy login history.

If enabled by the Administrator, Partner Users can add Owner Company Users as proxy users.

If you have access to more than one Company and want to assign a proxy for yourself in those companies, you need to go into each Company and set the proxy user (Company > your user name > Preferences > Proxy).

The topics that follow describe available user preference configuration settings for each tab, in details.
I am Proxy tab
This tab enables you to determine who you can be a proxy for (Users I can act as their Proxy).
Proxy Login History tab
This tab enables you to see a history of all proxy logins.

Do not allow Proxies

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