User proxying
The user proxy feature lets users temporarily act as another user. This process involves two users. The original user who grants their permissions in the application to a second user and the second user who is designated the proxy user. The proxy user becomes the original user within the application for a specified period of time. During that time, the proxy user can perform application transactions on the original user’s behalf.
For example:
- When Carol takes a one-week vacation, Esther assumes Carol’s application functions by proxying her.
- During that week, Esther can view and modify all of Carol’s application transactions, approve and decline requests on Carol’s behalf, and respond to e-mail messages sent to Carol.
- At any time during that week, Esther can switch between being herself and being Carol.
- When Esther proxies Carol, the Header Bar indicates that Esther is acting as [CAROL]. Esther’s name is underlined to indicate a hyperlink. When Esther clicks on this hyperlink, Esther switches back to Esther’s own page.
User proxying requires:
- Granting proxy permissions
- Becoming another user
- Switching back to yourself