Proxy as another user

• Proxying as another user lets you view and take actions as that user in Rival Workflow. You "become" that user during the proxy session.
• Proxying is useful for client administrators and Rival staff who want to view/take actions as a new hire, manager, or other user to troubleshoot or test a configuration.
• You must be on a team with the Ability to proxy other usersprivilege to proxy.
• Audit notes track actions taken during a proxy session. You can find audit notes on the Audit Report.
• A banner appears at the top of the page when you are in a proxy session.

1. From the navigation bar, click Employees > Find Employee. The Find Employee page opens.
2. Enter search criteria, and then click Search.

   Tip: If the custom search field, preferred name, is configured, you can search by employee preferred name. Enter preferred name in the First Name box.

   The system displays results for all employees you have privileges to view.

   Tip: You can only view employees that you have access to in the location(s) you are assigned.

3. In the list beside an employee, click and then click Control by Proxy.
4. On the confirmation pop-up, click Launch. A proxy session is launched as the employee you selected. A banner appears at the top to alert you.
5. Perform actions as needed.
6. When finished acting as a proxy, in the banner, click End Session.