User proxy

The user proxy feature allows users to assume another user's privileges temporarily. In effect, the feature allows a user to "become" another user to perform transactions in the application. To become another user requires a proxy and the original user.

The original user grants their permissions in the application to a second user called the proxy. The proxy user becomes the original user within the application for a specified period. During that period, the proxy can perform transactions in the application on behalf of the original user.

For example:

  1. When Carol takes a one-week vacation, Esther assumes Carol’s functions by proxying her.
  2. During that week, Esther can view and modify all of Carol’s transactions, approve and decline requests on Carol’s behalf, and respond to e-mail messages sent to Carol.
  3. At any time during that week, Esther can switch between being herself, and being Carol.