Manage Your Proxy Assignments

When the proxy feature is enabled, an employee can complete actions on behalf of another employee. The primary employee sends a proxy assignment to the proxy employee from My Account. The proxy employee can approve or decline the assignment.

Warning: Your community's proxy settings may limit this feature to certain employees.

Send a Proxy Assignment

The primary employee sends a proxy assignment to their desired proxy. For example, a director can send their assistant a proxy assignment so the assistant can complete donations acting as the director.

1. Go to My Account, Proxy.

2. Select Assign.

3. If this is your first time using the proxy feature, review the disclaimer, select the acknowledgment, then select Continue.

4. Select Find Employee By Name or Email to choose a proxy employee to invite.

5. Optionally, enter a reason for the proxy request.

6. Select Send Request.

Your proxy employees appear under People Authorized to Access Your Account.

Accept a Proxy Assignment

To accept a proxy assignment from a primary employee:

1. Go to My Account, Proxy.

2. Under Pending Requests, select Approve.

   Tip: If the primary employee included a reason in their proxy request, it will appear under Pending Requests. If there is no provided reason, contact the primary employee directly with any questions.

3. If this is your first time using the proxy feature, review the disclaimer, select the acknowledgment, then select Continue.

Your proxy assignments appear under Accounts You Can Access. To act on behalf of a primary employee, select Sign in as under their name,

Remove a Proxy Assignment

Both primary employees and proxies can remove proxy assignments.

As a primary employee:

1. Go to My Account, Proxy.

2. Under People Authorized to Access Your Account, select Remove next to the proxy employee.

As a proxy employee:

1. Go to My Account, Proxy.

2. Under Accounts You Can Access, select Remove next to the primary employee.