Manage Proxy Settings

If you enable the proxy feature, a user can invite another user to act as their proxy and complete actions on their behalf. For example, a director can give their assistant a proxy assignment so the assistant can complete donations acting as the director.

Enable Proxy Feature

Your role must include the Can Manage Proxy Feature permission.

To enable the proxy feature:

1. Go to CSRconnect Admin Portal, Community setup, Users, Proxy.

2. Use the toggle at the top of the page to enable or turn off the proxy feature.

3. For Disclaimer, enter a statement that reflects your preferred terms and conditions.

   The Disclaimer appears the first time an employee uses the proxy feature, either when sending a proxy invite or accepting a proxy invite. Both employees must review and agree to any terms and conditions included in the customized Disclaimer.

   Warning: If you do not enter a Disclaimer, employees must still confirm they have read and agreed to the “statement above” before they can continue, even if the statement is blank.

4. Select whether to enable the feature for All employees or Select employees.

5. If you enabled proxy for select employees, you can designate eligible employees by selecting + Select employees to search for the eligible employees.

   You can also import a list of eligible employees:

   • Select + Bulk upload, then select Download a template.

   • Fill out and save the .csv template.

   • Upload your completed template, then select Upload File.

6. Select Save.