Adding a proxy user

Adding a proxy user

Adding a proxy user is especially helpful in situations where full access to the profile is not needed like delegation which is explained here.

Proxy access is used solely for the purpose of creating claims on behalf of somebody else.

Below are instructions on how to set up a proxy user.

Navigate to administration in the side bar and click on User Settings.

User Settings

Then select User Profiles.

User profiles

Once in the User Profiles screen go to the user profile which is going to be creating the claims on behalf of another claimant.

Inside the user profile, click Proxy Users on the right hand side menu.

Inside the proxy users menu, you will be presented with the below screen and clicking on the arrow icons is how to add the users to this profiles proxy user list.

Once the users have been selected, they will appear in the right hand side of the screen.

The proxy users are now set up for this profile, you can now log in as yourself and when clicking on Create a new claim from your dashboard you will be presented with a new field On behalf of

You can select the names from the dropdown on this field to create claims on behalf of this person.

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