Pre-requisites:

Role privilege as mentioned below, on the project in which proxy access is to be defined:

Proxy user functionality enables users to access a project on behalf of other users. This can be used for the following scenarios:

Holiday Cover - The proxy user can undertake tasks while another user is away.
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Personal Assistant - The proxy user can receive and task items on behalf of another user.

Note: The project admin options are not available when logged in as a proxy user i.e. on behalf of another user.

Below are the steps to assign proxy access to a project:

1. In the 'Projects' area, navigate to the project where proxy access needs to be assigned.

2. Right-click on the required project, select 'Roles & Users' then 'User Roles and Access'.

Alternately, mouse over the project thumbnail in the thumb view and click the icon. A layered page opens. Click 'User Roles and Access'.

3. It shows the existing project roles with the ability to create new roles and assign existing or new roles to users, organisations, and user groups.

4. To assign proxy access to any existing project user, click on the name of that particular user against any of the listed roles.

It will populate a layered screen with an option to assign proxy users for a selected user.

5. To assign proxy access by selecting an organisation or a user group assigned to the project, click the name of that particular organisation or user group against any of the listed roles.

It will populate a layered screen with an option to assign proxy users by selecting individual users from the selected organisation or user group.

On the 'Manage User Details' page, define the type of user whether 'online' or 'paper'. Selecting 'Online User' will allow you to choose specific dates for proxy user access while selecting 'Paper User' will allow you to provide proxy user access for an indefinite period i.e. proxy user access will continue until not manually removed.
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The paper user option can be used when you want the user to do some activity on behalf of a representative of a group of people, like a 'Procurement Team'. Such activities will appear as if they were performed by a 'Procurement Team' i.e. a specific group of people, though in reality it was executed by an individual user.

Paper users are like online workflow users except they are tagged as paper users (indicated as [P]). Paper users can be tagged as online users or existing online users can be tagged as paper users. A paper user's proxy can be assigned for an indefinite period.

6. Click the 'Add Proxy User' button to add a blank record. Multiple proxy users can be set for a particular online or paper user.

Click the 'Users' box and select the required user from the list of users displayed for every blank record.

The 'Always' option will be enabled only when the user type is selected as 'Paper User'. If ticked, selected users will remain proxy users until manually removed.
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Regardless of the type of user you choose, you can select the 'Start Date' and 'End Date' for all the records and click the 'Apply to All' button to apply the same dates to all the records. You can have different start and end dates for each record.
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Proxy users can be assigned in two ways:
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'For a fixed duration of time' (Selected Dates) - You can select a start and end date as required. A user can be assigned proxy access based on the defined period. Once the end date is reached, they will be automatically removed as a proxy user. Both online and paper users can be assigned proxies for a fixed duration.
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'For an indefinite duration' (Always) - Once a user is assigned as a proxy by checking the 'Always' box, the user will remain a proxy until manually removed. Only paper users can be assigned proxy users this way.

Select the 'Forward Copy of Email' checkbox against selected or all proxy users to ensure notification emails related to the chosen project in Asite reach the proxy users.

7. Click 'Save' to complete assigning proxy users for any project user.

If an organisation or user group is selected for assigning proxy access, you will also see the count of proxy users assigned to the corresponding user.

8. On the 'Manage Roles' page, click 'Save' to apply any changes to the role user assignment.

Proxy users inherit the privileges and permissions assigned to the online / paper user upon user selection under the 'Switch User' functionality. All tasks you perform under proxy user access will be logged in the relevant object's audit history.