Adding a proxy user to create documents

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

  1. Specify this information:
    Application
    The application modules for which a proxy user is authorized to create documents.
    Proxy User ID
    The unique identification number of the user who must be the proxy. You can also click Find User to find the required user.
    Can Submit
    The option to enable the proxy user to submit documents. Possible values:
    • Yes
    • No

    You can also specify a time period during which the proxy user is authorized to create documents on your behalf. Specify this information:

    From Date
    The date from when the proxy user can start creating documents.
    To Date
    The date till when the proxy user can create documents.
    Note: You must consider these options when specifying the dates:
    • The To Date cannot be earlier than the From Date.
    • The From Date must be today or later.
    • The To Date must be today or later.
  2. Click Add Proxy.
  3. Select the required application modules for which creator proxy can submit documents.
  4. Click Update to save the information.
    Note: If a manager is assigned to the role of Creator Proxy for a user, expense reports created by the proxy are not routed to the manager for approval.