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- A proxied user behaves just like a typical user
- Proxies cannot be deleted if certain transactions occur, like time card approvals, only made inactive
- Proxies are cc'd on all of the target user's e-mail notifications.
Limitations
Proxy users cannot do the following:
- Enter time for the user (see time entry delegate if you need this feature)
- Enter expenses for the user (see expense entry delegate if you need this feature)
- Approve their own expenses for workflow or reimbursement
- Approve the proxied person's expenses for workflow or reimbursement
- Approve their own time sheets (unless approve own time on their resource profile is enabled)
- View Shared To Reports or Shared From Reports of the target user
Create Proxy User
Go to the user editor in Management Portal. Find the proxy target and right click on their name. Choose Create Proxy User. To find an existing proxy user, make sure you have the Include Proxy Users checkbox ticked when querying. You'll be presented with the following dialog, described in the table below.
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- Act as the engagement or project manager on the target user's projects
- Approve time for the target user
- Approve expenses for the target user
Limitations
Proxy users cannot do the following:
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Login as Proxy
To login as your proxy, log into either Projector Web or Management Portal as you typically would, but this time you'll see a special login screen option. Choose whether you want to login as yourself, or pick a target from the dropdown list and log in as their proxy.
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