12.2 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 (including yourself). The rules for defining proxies are:

NOTE:Task Group Managers and users without administrative privileges are not permitted to define proxies.

To assign a proxy for a team member:

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

    Description: illustration
  2. Choose a Team Member from the list, and click Continue.

    Description: illustration

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

  3. Click New.

  4. Complete the panel as follows:

    Field

    What to do

    User

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

    Proxy Assigned

    Select the team member that will act as proxy.

    Expiration

    • End Date—Click the Calendar and choose a date and time when the proxy assignment expires.

    • No Expiration—Choose No Expiration if you want the proxy assignment to remain in effect until it is removed or modified.

  5. 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.
    
  6. 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. Choose the team member whose assignments you want to modify.

    You’ll see both:

    • The proxy assignments for the team member.

    • The users assigned as proxy for the team member.

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

    Description: illustration
  4. Complete the panel as follows:

    Field

    What to do

    User

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

    Proxy Assigned

    Select the team member to act as proxy.

    Expiration

    • End Date—Click the Calendar and choose a date and time when the proxy assignment expires.

    • No Expiration—Choose No Expiration if you want the proxy assignment to be permanent.

  5. 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 the Delete button.

    Description: illustration

    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.