2088558 - Options: How to Become a Proxy - Platform

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2088558 - Options: How to Become a Proxy - Platform


  • A user has been granted proxy access to another users account, but does not know how to proxy in to their account.


  • BizX Platform


  • Proxy rights have to be assigned either by the System Administrator or by the employee. Once Proxy has been assigned, below are the steps the user will need to take in order to act as Proxy for another user:
  1. Log in
  2. Click on "Options" in the top right-hand corner
  3. Click on "Proxy"
  4. Click on "Become Proxy"
  5. In the "Become Proxy For" drop down box, select the USERNAME of the person who the user wants to become.
  6. Click 'Go'.
  7. At the prompt "Proceed to become Proxy for USERNAME" click "OK"
  8. The user will now be connected as the selected person. Note the welcome message will reflect this "Welcome, PROXY USERNAME on behalf of USERNAME."



To end session as Proxy:

  1. Click "Options".
  2. Click "Become Self".



Additional Information:

  • If you do not see the option for Proxy Management under the "Manage Security" section of the Admin Tools page, please contact support to activate this feature.


KBA , sf proxy management , sf admin tools , LOD-SF-PLT , Foundational Capabilities & Tools , How To


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