8.1 Act as a Proxy

An administrator might assign you to serve as a proxy for another user. When this occurs, the application adds a proxy option to your account menu in the upper right corner.

  1. Select Your ID > Proxy As.

  2. Enter the name of the person on whose behalf you intend to act.

  3. Select Continue.

  4. Complete any tasks assigned to the person for whom you are the proxy.

    For more information about tasks, see View and Manage Tasks.

  5. (Conditional) To act as a proxy for a different individual, complete Step 1 through Step 4.

  6. To stop acting as proxy, open the menu then select Exit Proxy: name.