7.2 Acting 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.

Your ID > Proxy As

For example, Sarah Smith manages Customer Relations. The identity applications includes a Customer Relations team with Sarah Smith as the Team Manager. She can act on behalf of Maria Belafonte who is a member of her team. In the Dashboard, she selects ssmith > Proxy As, then specifies mbelafonte.