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The Proxy role

Overview

What is a Proxy?

A Proxy actions tasks on behalf of a related role. Proxies have the same access and permissions as their related role and will receive a copy of their notifications. Proxy access is not inherited (e.g. your Proxy cannot access the records of anyone to whom you are Proxy).

Roles can have more than one Proxy, and Proxies can have more than one related role.

Who should use a Proxy

Proxies will commonly be used by Executives, however, all staff are able to use this feature to facilitate flexible working, such as job-sharing arrangements.

It’s important that anyone requesting a Proxy understands that Proxies can act on their behalf and have access to all records they have access to.

Add a Proxy

Only the person requesting a Proxy can submit a request (it cannot be done on behalf of someone). 1. Click Settings on the top menu.

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  1. Scroll down to Manage Proxy Access and click Open request template. This will open a populated email template.

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  1. Enter the name of the person you want to add as your Proxy where it says [user] and the date you want their Proxy access to end. Click Send.
  2. Your request will be sent to Brief Connect Administrators for action. You’ll be notified once it’s complete.

Edit a Proxy’s end date

To edit the end date for a Proxy, click Settings on the top menu. Scroll down to Manage Proxy Access and click Edit end date next to the Proxy. image.png

Remove a Proxy

To remove someone as your Proxy, click Settings on the top menu. Scroll down to Manage Proxy Access and click Request to remove next to the Proxy. image.png