Proxy Setup

The proxy function enables you to create and submit expenses on behalf of others. If you have been chosen by another user to be their proxy assistant then you’ll be able to edit, review, add new items, and submit expense claims on their behalf through this function. This article will provide details on setting up a proxy in your user account.

Note

• Being a proxy assistant does not give you access to the other user’s approval rights. Refer to How to set up a delegate? to know how to set up delegates.
• Submitting expenses as a proxy is discussed in the How to Setup Proxy for Another User? article.

How to Setup a Proxy User?

Claimant

1. Click the profile icon located on the right-hand side of the menu bar and select MY PROFILE from the drop-down menu, as shown in the following screenshot...

   

   Your profile details are displayed, as shown in the following screenshot...

   

2. From the My personal assistant drop-down list select the name of a person you wish to act as the proxy of the user, as shown in the following screenshot...

   

3. Click the SAVE button, as shown in the following screenshot...

   
   
   

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