Privileges Required by Proxy Users

You can use the impersonation functionality in the sales application to designate another user as a proxy to sign in to the application and perform tasks on your behalf.

For example, a channel manager might want to sign in to the Partner Portal as a partner user to resolve a query relating to the UI pages or data.

Channel managers don't require a partner user's permission to impersonate the partner user. To implement impersonation in all other cases, however:

• The user must explicitly designate another user as his or her proxy.

• The designated user must have the privileges required to act as a proxy.

Impersonate User Privilege

You can select a user to act as your proxy only if the user has the privilege required to be a proxy, that is, the Impersonate User privilege. The following job roles are assigned the Impersonate User privilege by default; therefore, users assigned these job roles can act as proxies for other users:

• Channel Account Manager

• Channel Operations Manager

You can enable other groups of users to act as proxies by creating a copy of the job role assigned to the users and adding the Impersonate User privilege to the copied custom role.

Note: When deciding whether or not to assign the Impersonate User privilege to an additional job role, be aware that a proxy user can access all the same data and tasks as the user they impersonate.