Account Settings › Designate Proxies

Designate Proxies

You can temporarily designate another resource as your action items proxy using the proxy page in account settings. As a proxy, the assigned resource receives action items (such as your regularly scheduled or urgent actions items) during the specified proxy period.

During the period that an action item is due, the designated proxy sees the action item in their Action Items portlet on their overview page.

Important! Verify that the resource designated as your action items proxy has the appropriate access rights for the actions they must process. For example, if you designate a proxy to receive action items to approve timesheets, the proxy requires the Timesheets - Approve All right.

Follow these steps:

1. Open Home, and from Personal, click Account Settings.
2. Click Proxy.

   The proxy page appears.

3. In the Setup section, complete the following, and save:

   Proxy

   Specifies if you want to use a proxy.

   Resource

   Defines the resource being designated as your proxy.

   Start Date

   Defines the start date for the proxy period.

   End Date

   Defines the end date for the proxy period.