Proxy

Enable the proxy feature

You must have the Can manage proxy feature permission enabled for your role. See Roles and permissions.

To enable the proxy feature:

Go to CSRconnect Admin Portal, Community Settings, Proxy.
Use the toggle at the top of the page to enable or turn off the proxy feature.
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.
Select whether to enable the feature for All employees or Select employees.
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.
Select Save.

Send a proxy invitation as an employee

As an employee, to send a proxy invitation to another user:

Go to My Account.
Select Proxy.
Select Assign.
If this is your first time using the proxy feature, review the disclaimer, select the acknowledgment, then select Continue.
Select Find Employee By Name or Email to choose a proxy user to invite.
Optionally, enter a reason for the proxy request.
Select Send Request.

Accept proxy invitation as an employee

As an employee, to accept a proxy invitation from another user:

Go to My Account.
Select Proxy.
Under Pending Requests, select Approve.

Tip: If the employee included a reason in their proxy request, it will appear under Pending Requests. If there is no provided reason, contact the employee directly with any questions.
If this is your first time using the proxy feature, review the disclaimer, select the acknowledgment, then select Continue.