How to Create a Proxy in OpenAir

Are you going on vacation but want someone to submit or approve a timesheet or expense on your behalf?

Under some account configurations, users are permitted to designate their own proxies.

In order to create a proxy for one’s self, the user must have the role permission Create own proxies enabled (Administration > Global Settings > Roles > select role).

Navigate to Users > Proxies.

Select a user who you want to proxy in for you.

Click Save

If required, enter an expiration date for the proxy: ( example : when you return back from vacation) Administration > Global settings > Account > Proxy expirations

When the proxy user set needs to get access to the other user’s account, they can simply navigate to the User Center and select Login As ( name of user they wish to access the account)

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