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Difference between revisions of "Proxy Login as this User"

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As an administrator responsible for a number of [[User]]s, it is often convenient to diagnose user issues by logging in via proxy.  
As an administrator responsible for a number of [[User]]s, it is often convenient to diagnose user issues by logging in via proxy. With this login, you gain full access to all actions available to the user. (Each action performed during a Proxy Login is audited and logged.)
 
With such a login, the administrator gains full access to all actions available to the user. Each action performed during a Proxy Login is audited and logged.  


{{permissions|Proxy Login Access|[[Login]] as another user to troubleshoot problems that may arise in a user's account}}
{{permissions|Proxy Login Access|[[Login]] as another user to troubleshoot problems that may arise in a user's account}}
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When a Proxy Login is initiated, a dialog box opens to remind the user that a record of these actions will be created. The user can opt to continue or cancel the action.
When a Proxy Login is initiated, a dialog box opens to remind the user that a record of these actions will be created. The user can opt to continue or cancel the action.


===Execute a Proxy Login===
;To execute a proxy login:


#Click '''Settings > Administration > Users'''
#Click '''[[File:GearIcon.png]] > Administration > Access Management > Users'''
#Select the user of interest
#Select a user<br>If your role has the capability to do a proxy login, the '''[Proxy Login]''' button is visible.
#Click the [Proxy Login as this User] button
#Click the '''[Proxy Login]''' button.<br>A confirmation dialog appears.
#Click [OK] to acknowledge the dialog box:
#Click '''[OK]'''
#:''Please confirm this Action. All Proxy Login Actions will be audited and logged''
#If this is a first-time login, you may need to answer a [[Security Question]]
#If this is a first-time login, the [[Security Question]] may be required
#*The name of the user will appear on the screen, in place of your [[username]]
#*The name of the user will appear on the screen, in place of your [[username]]
#Perform any necessary troubleshooting activities
#Perform any necessary troubleshooting activities
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{{Note|You can only login-by-proxy as a member of your team or one of its subteams, as specified by the [[Permissions Hierarchy]] restrictions.}}
{{Note|You can only login-by-proxy as a member of your team or one of its subteams, as specified by the [[Permissions Hierarchy]] restrictions.}}


===Close the Proxy Login Session===
;To close a proxy login session:
 
#Click the down arrow next to your name at the top of the window.
#Click the ''Switch Back'' link
#: A drop down appears with additional options.
#Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session
#: ''Learn more:'' [[Using the Agent Portal#User Options]]
 
#Click the ''Switch Back'' link that appears above the Logout option.
===Reset a Security Answer===
#Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session.
 
:If a user forgets the answer to a [[Security Question]], the [[Forgot My Password]] feature cannot be used to gain access to the {{enterprisebrand}}.
 
:To restore access rights to the user, the administrator should:
:*Delete the user's Security Answer
:*Manually create a temporary password
:*Provide the temporary password to the user
:The user will be asked to create a new Security Question/Answer combination at the next login
 
:#Click '''Settings > Administration > Users'''
:#Select the user of interest
:#Click the [Proxy Login as this User] button
:#Click [OK] to acknowledge the dialog box:  
:#:''Please confirm this Action. All Proxy Login Actions will be audited and logged''
:# Click the [Reset Password] button
:# Use the Lookup [[File:lookupicon.gif]] icon to Select a User
:# Click '''[Save]'''
:#: The user's password is reset and a temporary password is sent to the user's email address
:#:''Learn more: [[Reset a User Password]]
:#Provide the user with this temporary password
 
:The user should login, change the password and add a new security question.

Latest revision as of 02:45, 15 May 2014

As an administrator responsible for a number of Users, it is often convenient to diagnose user issues by logging in via proxy. With this login, you gain full access to all actions available to the user. (Each action performed during a Proxy Login is audited and logged.)

Lock-tiny.gif

Users that have the Proxy Login Access permission can Login as another user to troubleshoot problems that may arise in a user's account 

When a Proxy Login is initiated, a dialog box opens to remind the user that a record of these actions will be created. The user can opt to continue or cancel the action.

To execute a proxy login
  1. Click GearIcon.png > Administration > Access Management > Users
  2. Select a user
    If your role has the capability to do a proxy login, the [Proxy Login] button is visible.
  3. Click the [Proxy Login] button.
    A confirmation dialog appears.
  4. Click [OK]
  5. If this is a first-time login, you may need to answer a Security Question
    • The name of the user will appear on the screen, in place of your username
  6. Perform any necessary troubleshooting activities

Notepad.png

Note: You can only login-by-proxy as a member of your team or one of its subteams, as specified by the Permissions Hierarchy restrictions.

To close a proxy login session
  1. Click the down arrow next to your name at the top of the window.
    A drop down appears with additional options.
    Learn more: Using the Agent Portal#User Options
  2. Click the Switch Back link that appears above the Logout option.
  3. Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session.
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