Proxy Management

Administrators have the ability to set proxy users at the institution, unit, or person level.  A proxy user can act on behalf of another user and will have full access to the user's profile.  To access Proxy Management, select Admin then Proxy Management.

There are three types of proxy assignment.

• Institution: This allows a proxy user access to all faculty profiles within the institution
• Unit: This allows a proxy user access to all faculty profiles associated to the selected unit
• Person: This allows a proxy user access to the selected faculty profile

Utilize the Search bar to find the user whom should have proxy ability. Select the Actions menu to click Assign Proxy. A proxy user may have access to multiple institutions, units, and people. Select the Type of proxy (Institution, Unit, or Person).  

• If Institution is selected, the name of the Institution will display
• If unit is select, utilize the dropdown to navigate to a unit within the institution's hierarchy or use the Search feature to find a specific unit
• If person is selected, utilize the Search feature to identify a person by last name or email

Once an institution, unit, or person is selected, click Assign Proxy.  To make changes to the proxy assignment, search for the user within the Proxy Management page and click the Actions menu to Edit Proxy Assignment,

Once a proxy administrator has been set up and logs into the application, a banner will appear at the top of the application allowing the proxy administrator to proxy as another user.  After enabling the toggle, select the user to be proxied.