Managing Proxy

Objective

After completing this lesson, you will be able to explain Proxy and its management.

Proxy and Proxy Management

SAP SuccessFactors includes a proxy function that allows one employee to act on behalf of another. This function is useful to both end users and administrators. Administrators use it extensively for troubleshooting, while end users can use it for delegation. The system maintains an audit log of who performs a particular action on behalf of another user.

  • Administrators can configure company-wide proxy settings.
  • Administrators can bulk import proxy assignments.
  • Users can assign proxies to act on their behalf for specific modules during specific time periods.

Administrators make Proxy assignments in Admin Center→Proxy Management (shown in the figure below).

Proxy Management

This screenshot shows the Proxy Management Admin Center setting options that an administrator can assign.

Proxy Import

Administrators can also use a CSV import file to add, edit, or remove multiple proxy assignments simultaneously. The Proxy Import is found in Admin Center, shown in the figure below.This screenshot shows the Proxy Import screen that administrators use to import a CSV file to assign proxies in the system.

Personal Settings - Become Proxy

When a user has been assigned as someone's proxy, they can use proxy access to access their account and act on their behalf. This setting is found under the Name Menu→Settings→Proxy→Become Proxy.This screenshot shows where a user goes in their Settings to become a proxy for another user.

Note

More details are available on the SAP Help Portal in the Proxy Access guide.

Summary

  • Admins configure company-wide proxy settings and can bulk import proxies via Admin Center → Proxy Management.
  • Users assign proxies for specific modules and time periods, ensuring proper delegation when necessary.
  • Audit logs track all proxy actions to ensure transparency and accountability.
  • Assigned proxies use the "Become Proxy" option in Name Menu → Settings to act on behalf of users.

Learning

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