Setting Up a User Proxy as a User

Use this procedure if you need to set up a user proxy that applies to yourself. That is, you need to assign one or more of your roles to another user, for example, because you will be on vacation.

To set up a user proxy for yourself, you must have the GEN product line ProxyGrantorAccess security class assigned to one of your roles, and the roles you want to assign to the proxy must be proxyable. If you need more information, consult your system administrator.

Create a proxy.
1. Click Start > Data > security > Business Classes > Proxy.
  
  The Proxy List window is displayed.
2. Click Actions > Create.
3. Consider the following fields:
  
  Grantor
  
  Your actor name.
  
  Proxy Name
  
  A name for the proxy.
  
  Description
  
  A description for the proxy.
  
  From Date
  
  The first date the proxy is in effect.
  
  To Date
  
  The last date the proxy is in effect.
  
  Is Enabled
  
  Whether the proxy is enabled. (For the grantee to switch to the grantor's access privileges, the proxy must be enabled and the current date must fall within the from and to dates.)
4. Click Actions > Save.
Assign roles to your proxy.
1. Click Start > Data > security > Business Classes > Proxy.
  
  The Proxy List window is displayed.
2. Double-click the proxy you want to assign roles to, or select the proxy and click Actions > Open.
3. On the Proxy Roles tab, click Actions > Create.
4. Select a role from among those assigned to you and which can be used as a proxy.
5. Click Actions > Save.
6. Repeat the previous steps to assign more roles to the proxy.
Assign the proxy to a grantee.
1. Click Start > Data > security > Business Classes > Proxy.
  
  The Proxy List window is displayed.
2. Double-click the proxy you want to assign grantees to, or select the proxy and click Actions > Open.
3. On the Proxy Granted To Actors tab, click Actions > Create.
4. Enter an actor name in the Granted To field and click Actions > Save.
5. Repeat the previous steps to assign your proxy to more grantees.