When users will be absent from their position for an extended period (e.g. - personal leave, extended vacation, etc.) a Site Administrator can assign another user as a proxy to assume all of their assigned PolicyStat permissions.

If a user has completely left their position and will not return at any point, their account can be deactivated and their responsibilities transferred to another user. For more on transferring responsibilities, see this article.

PLEASE NOTE: Assigning a proxy within a system requires assigning the proxy from the home site of the user being proxied. Attempting to modify the account from any other site in the system will not display a proxy tab on the user's account. 

For more on the end-user perspective of being a proxy, see this article.

Assign a Proxy (01:30)

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Assign a Proxy

  1. Click the Admin tab in the header row anywhere in PolicyStat. 

    adminTab_area.png

  2. Click User from the Site Data list.

    siteDataUM_area.png

  3. Locate the user who will be leaving, and click the Edit link at the end of the table.



  4. Click the Proxy tab (1). 
    PLEASE NOTE: Assigning a proxy within a system requires assigning the proxy from the home site of the user being proxied. Attempting to modify the account from any other site in the system will not display a proxy tab on the user's account. 
  5. Type the name of the user who will serve as the proxy (2), and click the Save Changes button (3). 



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Remove a Proxy

  1. Click the Admin tab on the header row anywhere in PolicyStat. 

    adminTab_area.png

  2. Click User from the Site Data list.

    siteDataUM_area.png

  3. Locate the user who will have a proxy assigned, and click the Edit link at the end of the table.



  4. Click the Proxy tab (1). 

  5. Click the X next to the name of the proxy (2), and click the Save Changes button (3). 

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This article applies to the following user roles:

siteAdmin.png

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