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test permissions and cover for out-of-office users |
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Permissions and Settings
To create and edit proxy users you need the global permission Users & Permissions set to Update.
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- 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)
- Request Time-off for the user
- 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
- View issues assigned to the user as "Owned by Me?"
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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