Setting up a user proxy

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 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.

  1. In the Toggle menu, click More.
  2. Click Proxy.
  3. Click the Go to Proxy Management link.
  4. Create a proxy. On the Proxy Definition list, click Create.
  5. Specify this information:
    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.
    Enabled
    Select to indicate 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.
  6. Click Save.
    The record is saved and the Proxy Roles and Proxy Granted To Actors tabs display.
  7. Assign roles to your proxy. On the Proxy Roles tab, click Create.
    1. Select a role from among those assigned to you and which can be used as a proxy.
    2. Click Save.
    3. Repeat the previous steps to assign more roles to the proxy.
  8. Assign the proxy to a grantee.
    1. Return to the Proxy Definition list.
    2. Double-click the proxy you want to assign grantees to, or select the proxy and click All Actions Menu (ellipses) > Update.
    3. On the Proxy Granted To Actors tab, click Create.
    4. Specify an actor ID in the Granted To field and click Save.
    5. Repeat the previous steps to assign your proxy to more grantees.