Assigning delegates as an administrator

An administrator may make delegate assignments on behalf of users in an emergency, such as if a user becomes ill or forgets to make his or her own assignments prior to a vacation.

  1. Access the Process Server Administrator and select Configuration > User Configuration > Proxies.
  2. From the list of Users, select the user to be delegated.
  3. From the list of Tasks, select the task to be delegated.
  4. On the Proxy List pane, select Actions > Create or click the Create button.
  5. On the Proxy Form, select a Proxy User.
  6. To set the proxy assignment as temporary, specify Effective Date and Expiration Date.
  7. Click Save or Save and New to continue making delegate assignments for other tasks for the proxied user.