Considerations for Proxy

• A proxy is considered as Other User. Therefore, if you need the proxy to act on the delegated task, ensure that these display properties are set to Allow for Other User:
  • Task Access
  • Mark Task as Complete
  • Mark Task as Not Applicable
• The proxy needs to have access to the selected action or task of the selected worker for these task types:
  • Application task
  • Embedded application task
• These task types can only be viewed, but not performed by the proxy:
  • Electronic Signature – DocuSign
  • Electronic Signature - Native eSign
  • HireRight I9