SAP Knowledge Base Article - Public

2087311 - Proxy Management and Proxy Now - SuccessFactors HXM Suite

Symptom

  • How to grant Proxy Permission?
  • How to work in Proxy Management?
  • What can I do in Proxy Management?
  • What are the other features that I can work with Proxy assigments as well?
  • How email notification works around Proxy feature?
  • How to use Proxy Now?
  • How to delete a Proxy Assigment?

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

Environment

SAP SuccessFactors HXM Suite

Resolution

  • How to grant Proxy Permission?
  1. Admin Center > Manage Permission Role > Choose the role of your preference;
  2. Permission... > Manage User > Select Proxy Management Permission;

proxy_management.PNG

  • How to work with Proxy Management?
  1. Go to "Admin Center";
  2. Under Manage Employees, click "Proxy Management";
  3. In the Make Assignment section:
    1. Who will act as the proxy (username): Enter the username value of the user that will be allowed to proxy. You can use the auto complete values provided, or click on “Find user” to locate the desired user;

    2. What account holder will the proxy act on behalf of (username): Enter the username value of the user that will be allowed to proxy as. You can use the auto complete values provided, or click on “Find user” to locate the desired target user;

    3. Grant Proxy Rights: Grant rights to the following modules/tabs: Select the modules that you wish this proxy to have access to once proxying as the account holder. You can select “All modules” or a combination of any other options provided below;

  4. Optional: Set a date/time range for the proxy assignment.
    Select a Start date and time, an End date and time, or both. Note: Start and end times are based on the local time zone of the proxy administrator who sets them, as shown in Employee Central or on their employee profile.
  5. Click Save.

The Help portal guide can be found here: Setting Up and Managing Proxy Access

Note: Super Admin user who has been created in provisioning will have proxy rights as soon as they are created.

  • How to delete a Proxy Assigment?

You need to delete a proxy assignment for a specific user. Possibly a user has moved positions and should no longer have access to a specific user, or maybe the user is no longer an administrator.

Steps:

An administrator assigned the required permissions, can delete an assigned proxy by following these steps:

  1. Access Proxy Management under admin center;
  2. Under Look up Existing Assignments, populate user information for the person who is the proxy for an account holder or for the account holder(s) assigned to the proxy;
  3. Click Search;
  4. When the results are returned, a delete button will become available for the proxy assignment.
  • What are the other features that I can work with Proxy assigments as well?

2524310 - Proxy Import Feature | How to enable, grant access and user

2088807 - How to provide Proxy rights through Proxy Management RBP Permission

2087319 - Proxy Management: How to Grant Proxy Access to Multiple Users with the Employee Import - BizX Platform

  • How to use Proxy Now?

For Proxy Now feature, please, access the KBA 2660325 - How to enable and disable Proxy Now.

  • How email notification works around Proxy feature?

A summary email is sent to the administrator that initiated the import with details on the import job.  Due to performance considerations, in the event that there are too many errors found, only the first several hundred errors are listed.

A summary email containing error details will be sent to the administrator that initiated the import job.  The most common error will likely be due to ambiguous intent.  The table above shows scenarios where clear intent cannot be established.  For example, a scenario where both “ALL” and a specific module such as “360” is selected.  Which is the real intention (“ALL” modules or just “360”)?  In such cases, we will always evaluate to the more restrictive of the options (in this example, only “360” will be assigned).

 

FAQ

Q1: Does the User Directory import file Proxy import still work?

A1: Yes it does. The behavior remains the same. The proxy will have full suite access for the target user.

Q2: Do we charge for this feature?

A2: No, this is a free enhancement.

Q3: Is there a way to export the current proxy assignments to an import-ready format?

A3: No, this is on the roadmap for a future release.

See Also

Help Portal guide:  Setting Up and Managing Proxy Access

Keywords

SuccessFactors; Performing a Proxy; Proxy assignment SF Success Factors BizX Options Management Rights Disable; , KBA , sf proxy management , LOD-SF-PLT-PRX , Proxy , LOD-SF-EC , Employee Central , LOD-SF-PLT , Platform Foundational Capabilities , LOD-SF-EP , Employee Profile , How To

Product

SAP SuccessFactors HXM Suite all versions