User proxying

Users can temporarily act as other users by signing in as proxies. 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 week off, 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 email messages sent to Carol.

At any time, 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, she switches back to her own page.

User proxying requires these steps:

1. Granting proxy permissions
2. Becoming another user
3. Switching back to yourself