Choosing a Proxy User

Add (plus "+" icon)

If the Do not allow Proxies option is selected by your Company Administrators, then this option is not available for you to use.

If the Do not allow Proxies option is not selected by your Company Administrators, then you can use this option to grant proxy access to other users. To add a proxy, click Add and follow the prompts.

Note: Your Company Administrator can assign other users to act as proxies to your account if you are unable to do so.

Settings

If the Do not allow Proxies option is selected by your Company Administrators, then this option is not available for you to use.

If the Do not allow Proxies option is not selected by your Company Administrators, then you can use this option to select an existing proxy and change the user settings of your proxy, such as start and end date/time. To change the user settings of your 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.

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 your proxy's access. To disable your proxy's access, select Inactive.

Remove

You can use this option to remove a selected proxy. To remove a user as your proxy, click to select the proxy from the list and click Remove.

Proxy Login History

Use this option to view the following information about your proxies:

The last login information appears on top.

Users I can act as their Proxy

If the Company Administrator has designated you as a proxy for another user, your user name is listed under Users I can act as their Proxy field.

Note: As a proxy of a user, you have all the permissions that have been granted to that user except that you cannot change the user's original Preference settings even if the user has Administration permissions.


Last Published Wednesday, December 20, 2023