Proxy
When the proxy feature is enabled, a user can invite another user to act as their proxy and complete actions on their behalf.
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You must have the Can manage proxy feature permission enabled for your role. See Roles and permissions.
To enable the proxy feature:
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Go to CSRconnect Admin Portal, Community Settings, Proxy.
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Use the toggle at the top of the page to enable or turn off the proxy feature.
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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.
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Select whether to enable the feature for All employees or Select employees.
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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:
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Select + Bulk upload, then select Download a template.
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Fill out and save the .csv template.
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Upload your completed template, then select Upload File.
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Select Save.
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As an employee, to send a proxy invitation to another user:
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Go to My Account.
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Select Proxy.
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Select Assign.
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If this is your first time using the proxy feature, review the disclaimer, select the acknowledgment, then select Continue.
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Select Find Employee By Name or Email to choose a proxy user to invite.
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Optionally, enter a reason for the proxy request.
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Select Send Request.
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As an employee, to accept a proxy invitation from another user:
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Go to My Account.
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Select Proxy.
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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.
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If this is your first time using the proxy feature, review the disclaimer, select the acknowledgment, then select Continue.