Proxy Login as this User

As an administrator responsible for a number of Users, it is often convenient to diagnose user issues by logging in via proxy.

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.

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.

Execute a Proxy Login

1. Click Settings > Administration > Users
2. Select the user of interest
3. Click the [Proxy Login as this User] button.
   A confirmation dialog appears.
4. Click [OK]
5. If this is a first-time login, you may 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

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

1. Click the Switch Back link
2. Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session

Reset a Security Answer

If a user forgets the answer to a Security Question, the Forgot My Password feature cannot be used to gain access to the AgileApps Cloud platform.

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

1. Click Settings > Administration > Users
2. Select the user of interest
3. Click the [Proxy Login as this User] button
4. Click [OK] to acknowledge the dialog box:

   Please confirm this Action. All Proxy Login Actions will be audited and logged

5. Click the [Reset Password] button
6. Use the Lookup icon to Select a User
7. 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

8. Provide the user with this temporary password

The user should login, change the password and add a new security question.