13.2 Viewing and Editing Your Team’s Proxy Assignments

The Team Proxy Assignments action lets you manage the proxy assignment for any of your team members. The rules for defining proxies are:

To assign a proxy for a team member:

  1. Click Team Proxy Assignments in the My Team’s Settings group of actions.

    Team Proxy Assignments page
  2. Click Select a team to select a team for which you have been designated as a team manager.

    If you are a Provisioning Application Administrator, you do not see the Select a team box.

    The list of teams includes teams for which team managers are permitted to set proxies, as well as teams for which the ability to set proxies has been disabled. If a particular team definition does not permit team managers to set proxies, the manager can still view proxy settings defined for the team members by the administrator or by a manager of another team to which these users belong. However, the team manager cannot edit these settings, view details for these settings, or create new proxy assignments.

  3. Click Continue.

  4. Click a Team Member name to select it.

    Depending on how the team was defined, you might see an Object Selector icon Object Selector icon beside the Team Member selection box, instead of a list of team members. In this case, click the icon to open the Object Lookup window. Specify search criteria for the team member, click Search, and select the team member.

    Team Proxy Assignments page
  5. Click Continue.

    The proxy assignments for the selected team member, if any, are displayed. You can sort the proxy assignments by clicking the Proxy Assigned field.

  6. Click New.

    The New button is only enabled for those teams for which team managers are permitted to set proxies for team members.

  7. Fill in the fields as follows:

    Field

    Description

    User

    Select the team member for whom you want to assign a proxy. You can select multiple users.

    Proxy Assigned

    Select the team member who is to act as proxy.

    Notify other users of these changes

    Indicates whether you want to send an e-mail message to notify one or more users of this proxy assignment.

    Addressee

    Specifies which users should receive e-mail notifications:

    All: Specifies that the user assigned as proxy, as well as the team member(s) for whom the proxy has been assigned, receives e-mail notifications.

    Assign From: Specifies that only the team member(s) for whom the proxy has been assigned receives an e-mail notification.

    Assign To: Specifies that only the team member who is to act as proxy receives an e-mail notification.

    Selective: Allows you to send e-mail notifications to any users you select, including users who are not on the team.

    Expiration

    No Expiration: Select No Expiration if you want the proxy assignment to remain in effect until it is removed or modified.

    Specify Expiration: Select Specify Expiration to define an End Date. Click the Calendar and select a date and time when the proxy assignment expires.

  8. Click Submit to save your selections.

    If the assignment is successful, you’ll see a message like this:

    Submission was successful 
    Changes will be reflected upon the assigned's next login.
    
  9. Click Back to Team Proxy Assignments to create a new or edit an existing proxy assignment.

To change existing proxy assignments:

  1. Click Team Proxy Assignments in the My Team’s Settings group of actions.

  2. Click Select a team to select a team for which you have been designated as a team manager.

    The list of teams includes teams for which team managers are permitted to set proxies, as well as teams for which the ability to set proxies has been disabled. If a particular team definition does not permit team managers to set proxies, the manager can still view proxy settings defined for the team members by the administrator or by a manager of another team to which these users belong. However, the team manager cannot edit these settings, view details for these settings, or create new proxy assignments.

    If you are a Provisioning Application Administrator, you do not see the Select a team box.

  3. Click Continue.

  4. Click a Team Member name to select it.

    Depending on how the team was defined, you might see an Object Selector icon Object Selector icon beside the Team Member selection box, instead of a list of team members. In this case, click the icon to open the Object Lookup window. Specify search criteria for the team member, click Search, and select the team member.

  5. Click Continue.

    The proxy assignments for the selected team member, if any, are displayed.

  6. To change a proxy assignment, click the edit button next to the assignment you want to modify.

    Edit button

    If the team definition does not permit team managers to set proxies, the edit button is disabled.

  7. Fill in the fields as follows:

    Field

    Description

    User

    Select the team member for whom you want to assign a proxy. You can select multiple users.

    Proxy Assigned

    Select the team member who is to act as proxy.

    Notify other users of these changes

    Indicates whether you want to send an e-mail message to notify one or more users of this proxy assignment.

    Addressee

    Specifies which users should receive e-mail notifications:

    All: Specifies that the user assigned as proxy, as well as the team member for whom the proxy has been assigned, receives e-mail notifications.

    Assign From: Specifies that only the team member(s) for whom the proxy has been assigned receives an e-mail notification.

    Assign To: Specifies that only the team member who is to act as proxy receives an e-mail notification.

    Selective: Allows you to send e-mail notifications to any users you select, including users who are not on the team.

    Expiration

    No Expiration: Select No Expiration if you want the proxy assignment to remain in effect until it is removed or modified.

    Specify Expiration: Select Specify Expiration to define an End Date. Click the Calendar and select a date and time when the proxy assignment expires.

  8. Click Submit to save your selections.

    If the change was successful, you’ll see a message like this:

    Submission was successful 
    Changes will be reflected upon the assigned's next login.
    

To delete proxy assignments:

  1. Click Team Proxy Assignments in the My Team’s Settings group of actions.

  2. To remove a proxy setting, click Delete.

    Delete button

    You are prompted to confirm the delete. When the deletion is complete, you’ll see a confirmation like this:

    Submission was successful.Changes will be reflected upon the assigned's next login.
    

NOTE:As an alternative, you can also delete a proxy assignment during the edit proxy assignment process.