Proxy In as Another User

User Roles: Administrators and Grants Manager. Grants Managers cannot proxy in as an administrator.

Example Scenarios: An evaluation or form needs to be submitted, an administrator or grants manager can proxy in as the user without knowing the user's credentials. An administrator or grants manager can proxy in as the user to help troubleshoot the system.

Proxy In as Another User

1. Locate the user's contact information.
   • Enter the user's name on the Search Users page.
   • Click the Proxy As button on the User Summary page.
   • Click the Proxy button on the Contacts page on the Organization Summary page.   
2. Click the user's email address.

   • A pop-up message stating that you are about to proxy as the user will appear.

     
     
      
3. Click OK.
   
    

You are now logged in as the other user and should automatically land on their dashboard.  

To return to your account, click the user’s name in the upper right corner, then click Stop Proxying as.

 

Quick Proxy Feature

The Quick Proxy feature allows administrators to proxy in as the user and takes you to the same page that you are currently on. This can be done from any form.

1. Navigate to the relevant workload page.
2. Click the paper and pencil icon for the request.
    
3. Click the user's email address. 

You are now logged in as the user on the form that you proxied from.

Submit a Form for a User

When proxying as another user, the proxied user has the ability to make changes on a form and submit it for them.

1. After proxying in as the user, navigate to the form to be updated or submitted.
2. Make any changes if needed, and then click Submit Follow Up.
    

Any changes made while proxied in as an applicant will be logged under your name in the Status Change Log.