Administrators have the ability to log in (proxy in) as any user in the system without knowing the user's credentials. This allows administrators the ability to submit forms and evaluations for the user they are logged in as. This also proves helpful when attempting to help other users troubleshoot the system.
Proxy In as Another User
- Locate the user's contact information.
- Enter the user's name on the Search Users page.
- Click the User Info tab on the User Summary page.
- Click the Contacts tab on the Organization Summary page.
- Click the user's email address.
- A pop-up message informing you that you are about to proxy as the user will appear.
- A pop-up message informing you that you are about to proxy as the user will appear.
- 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 brings you to the same page that you are currently on. This can be done from any form.
- Navigate to the relevant workload page.
- Click the paper and pencil icon for the request.
- 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, you have the ability to make changes on a form and submit it for them.
- Once you are proxied in as the user, navigate to the form you want to update or submit.
- Make any changes if needed, then click Submit Application.
Any changes made while proxied in as an applicant will be logged under your name in the Status Change Log.