Defining proxy users

These options are the ways to define proxy users:

  • Assign proxy security classes to existing roles. All actors with that role assigned to them have the proxy functionality you assign.

  • Create new proxy roles and assign them as an additional role to actors. Actors requiring proxy functionality must have the additional proxy role assigned to them.

Consider this information about proxy access:

  • Each role allowed for proxy access must be designated as proxyable in Role Management, whether you assign proxy access to the role or create an additional or secondary role specifically for proxy access.

  • A role that is allowed to grant proxy access must be assigned the ProxyGrantorAccess_ST security class.

  • A role that is allowed to act as a proxy must be assigned the ProxyInquireAccess_ST security class.

  • A single role is allowed to have both ProxyGrantorAccess_ST and ProxyInquireAccess_ST security classes.

Note: This procedure involves accessing the User Management and Proxy Management applications, which are part of the GEN data area. You must be an administrator with access to GEN to complete these steps.