SAP Knowledge Base Article - Public

2088588 - Options: Assigning or Acting as a Proxy - As a User - Platform

Symptom

  • This article explains how to act as a proxy for users and an overview and steps on how to do it,
     
     
  • The Proxy feature allows you to grant another user access to your PTM account so that they can work in the account on your behalf. From the Proxy page, you can assign a user as a Proxy, or assume the Proxy role for an assigned account.

Environment

  • BizX Platform

Resolution

What's a Proxy?

  • In PTM , a Proxy is a delegated authorized user in the system. The person who wants to grant another user access to their account is called the Account Holder. The person who is given access to an account is called the Proxy.

     Important considerations before assigning a Proxy:

  • You can assign multiple people as Proxies to your account. If you have more than one person as a Proxy, (theoretically) all of the Proxies can access your account at the same time.
  • The person you want to assign as your Proxy must also be a current PTM user.
  • Your Proxy will remain assigned to your account until you remove them.
  • Your Proxy will gain full access to your account, meaning that they will be able to open, view, edit, and send any item in your account. However, if you have private goals, you must expressly grant access to them; otherwise, they'll remain accessible only to you.
  • The audit trail that automatically accompanies any action taken in PTM will clearly state that the action was taken by a Proxy.
     
     

TO ASSIGN A PROXY:

  1. From the top right tool links, click Options.
  2. From the left menu, click Proxy.
  3. Click the Assign Proxy link.
  4. In the Proxy field, enter the username of the person whom you want to assign as the Proxy.Important! You must enter the person's PTM username; not their first or last name. If you don't know the user's username, click the Find User link to search for the person and look up their username. Usernames are case-sensitive.
  5. Optional: If you have private goals to which you want the Proxy to gain access, select the Grant access to private goals checkbox; otherwise, all private goals will remain accessible only by you.
  6. Click Save.
  7. At the confirmation message, click OK to continue.
  8. The page refreshes and displays a list of the Proxies added to your account.


   Optional: To add another person as a Proxy, select the Add a Proxy option, then repeat steps 4-7.
 
 

TO REMOVE A PROXY:

    You must already have existing Proxies assigned to your account before you can remove them.

  1. From the top right tool links, click Options.
  2. From the left menu, click Proxy.
  3. Click the Assign Proxy link.
    The page displays a list of the Proxies for your account.
  4. Select the person you want to remove.
  5. From the Delete field, click .
  6. In the confirmation message, click OK to continue.
  7. The Proxy is removed from your account.
     
     

ACTING AS A PROXY

  • If someone has assigned you as a Proxy, you'll see a Become Proxy link on your Proxy page, and you can assume the Proxy role at any time. If no one has assigned you as a Proxy, you won't see a Become Proxy link on your page.

    To act as a Proxy:
  1. From the top right tool links, click Options.
  2. From the left menu, click Proxy.
  3. Click the Become Proxy link.
  4. In the Become Proxy for field, select the Account Holder you want.
  5. Click Go.
  6. In the Proceed to become Proxy for confirmation message, click OK to continue.
  • You're immediately sent to the Proxy page of your Account Holder's account. You can double-check that you're in the Account Holder's account by looking in the name header. You'll see both your name and the Account Holder's name. For example, you might see: Welcome, Fiona Mgr. Ford on behalf of Barbara A. Director.
     
  • When you're finished working in this account, quit your Proxy role and return to your own account. To do this, go back to the Account Holder's Proxy page and click the Become Self link.
    You're immediately returned to the Proxy page in your account.

 

ADDITIONAL INFORMATION:

When do you want to use Proxies?

  • You might want to use a Proxy if you're going to be unavailable or absent when your tasks are due and you don't want to miss the deadline.
     
  • When you assign a Proxy, that person gains access to all of your pending tasks, such as in-progress forms and Goal Plans, and can work with them exactly like you would. For example, by changing information and sending forms. However, the audit trail that accompanies each action in PTM will clearly state that the actions were performed by a Proxy. In this way, you can easily keep track of the work done. For example, the audit trail might state: Routed by Jane Anderson for Bob Smith.

 

Assigning a Proxy

  • As the Account Holder, you can assign another user to work in your account on your behalf.
    Note If you don't see this option on your page, then Proxies are being managed at a company-wide level by your PTM Administrator. If you have questions about the Proxies assigned to you, contact your PTM Administrator.

Keywords

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

Product

SAP SuccessFactors HCM Core all versions