What is a Proxy and how do I act as one?

Issue/Objective

To understand what a Proxy is in PolicyStat To understand how to login as a Proxy

Environment 

PolicyStat

Procedure/Resolution

In PolicyStat, a proxy is a user who completely takes over another user’s policy and procedure responsibilities.

This video covers what a proxy is, who assigns one, and what roles and responsibilities a proxy takes on.

Logging in as a Proxy

1. First, a proxy relationship will need to be established by a Site Administrator.
2. Login to PolicyStat as you normally would
3. To take actions as a proxy, open the Account menu in the top navigation by clicking your name at the top right of the page.
4. Click Login as Proxy in the menu that appears and select the name of the proxied user.
   
5. You are now logged in as the proxied user and can complete any required actions or activities. Approvals made while serving as a proxy will note the proxied user's name followed by your initials.
   

6. To return to your PolicyStat account, open the Account menu in the top navigation and select the option to Return to your account.
   

Removing Proxy Responsibilities

Upon the proxied user's return, the Site Administrator must remove your proxy rights before the other user will be able to log in. For more on how Site Administrators remove a proxy, see How do I Assign or Remove a Proxy?

Proxied User Access

The user who is being proxied may still require access to view policies during the time the proxy is in place, but without regaining full access to their account. When a proxied user attempts to login with their credentials, they will be met with an error message advising them of the proxy.

The message advises them to contact their Site Administrator to remove the proxy. Alternatively, if the facility allows the use of Guest Access links, they can also use the link within the messaging to enter the PolicyStat site as a guest to view policies.

Proxied Users and Approval Workflows 

When a proxied user is a member of an approval workflow, they will still receive notifications on their account and via our weekly notification emails. Their name will remain on whichever step(s) in the workflow they are designated as an approver. The user serving as their proxy will also receive the same email notifications for the proxied account, but must log in as the proxied user to see and approve documents on their behalf.