Working as a proxy user

The assigned proxy user can review your documents and any related attachments, notes, and transactions such as credit card charges. Based on the type of proxy and the authorization provided, the proxy user can create and review documents on your behalf. For example, the proxy user can review the credit card charges imported to the Infor Expense Management application from the company credit card and attach the charges as line items on an expense report.

A user must be assigned as a proxy user to start a proxy session.

  1. Click the name of the user on the Infor Expense Management home page and select Start Proxy.

    A yellow Proxy tab displays the user name for which the logged on user is working as a proxy, on the right top corner of the screen.

  2. Select the name of the user for whom you are a proxy.

    The application indicates the role assigned to the Proxy user, such as Creator, Reviewer, or both.

    Note: When the user assigned as a proxy by you is working on a document, you cannot edit the document until the proxy user closes the document.
  3. Click End Proxy to end the proxy session.