Both Online and Paper users can be assigned proxy for a fix duration.Proxy User Functionality allows other users access to your view of a workspace of type "Workflow Manager". A proxy user can also undertake actions on your behalf. This can be used for the following scenarios:
Holiday Cover – Proxy User can undertake actions whilst normal user is away
Personal Assistant – Proxy User can receive and action items on behalf of the normal user
Workspace Mailbox – all users can be proxy user of a Workspace mailbox account and undertake work appropriate to themselves.
Proxy Users can be assigned in two ways:
1) For a fix duration of time - this can be done by specifying the start date and end date. The user will be proxy for the defined time period. Once the end date is achieved, the user will be automatically removed as a proxy user.
Both Online and Paper users can be assigned proxy for a fix duration.
2) Permanently - Once a user is assigned as a proxy on a permanent basis, the user will remain the proxy until manually removed.
Only Paper users can be assigned proxy users permanently.
Proxy Users can track the Paper User’s actions within the "Workflow Manager" environment. This can be amended throughout the life of the Workspace. However, the Workspace Admin options are not available to the Proxy Users when they log on behalf of Online / Proxy Users.
Multiple Proxy Users can be assigned to a single Online / Paper user and no precedence is required in case of multiple proxy users.
Proxy Users will inherit all privileges and permissions assigned to the Online / Paper User on selection of user on behalf of whom actions are being undertaken when they log on behalf of the Online/ Paper user.
Facility to forward a copy of the Email of the Online/ Paper user is available.
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