Adding a proxy user to create documents

You can authorize a proxy user to create documents on your behalf. Click Creator Proxy on the profile page of the user.

  1. Select an Application.
  2. Specify the Proxy User ID or click the Find User option to find a user.
  3. Select the check box corresponding to the appropriate document types to enable the proxy user to submit the documents.
  4. Click Add Proxy.
  5. Click Update to save the information.

    You can also use this page to search for a user, using the Find User option.

    Note: If a manager is assigned to the role of a Creator Proxy for a user, expense reports created by the proxy are not routed to a manager for approval