Proxy Management In SF

Proxy Management:

Important Points to be Noted:

This proxy feature access is given only to the Super Admin or the HR person and not for the end users because there is a high chance of misusing this feature.

Example: (If you grant the proxy right to someone with less rights be aware that you might give him view or edit access to the data such as compensation data that the user did not have before) which might Impact on their Regular Business.

• 99% companies avoid this proxy feature
• End user point of view the proxy is not been used but,
• Consultant point of view proxy is been used and it is important for the testing purpose.

 What is Proxy?

The person who is given access to an account is called the Proxy.

Example: (Sometimes there could be the need to have another user to perform your tasks in SAP SuccessFactors Employee Central.)

Example: When you are on leave for a week and you have pending approvals. To approve those requests this proxy feature is useful.

Once the Role Based Permissions given access to the proxy tab, then you can set a Proxy.

Before assigning the proxy, download the existing user data from the tool called Employee Export.

>>Go to Export User Files

>>How to assign the Proxy: For Individual?

>>Go to Admin Centre Search for the tool called Proxy Management >>Under Make Assignments >>Grant Proxy.

Who will act as the proxy(username):

What account holder will the proxy act on behalf of (username)

Once you given the usernames to whom you want to be the proxy >> Go to Grant Proxy Rights

Grant rights to the following modules/tabs: For Example: Grant Access to All Modules or Individual module based on your requirement and Save (Saving will grant proxy access as per above criteria selection.) & Confirm.

Once the changes made and the same data can be checked in the Look Up Existing Assignments.

Find the proxy for an account holder.

Account holder (username):

Proxy:

Find the account holder(s) assigned to this proxy.

Proxy:

Account holder (username):

Below is the screenshot for the all above steps: