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Assigning a Proxy Author

A proxy author is a user who creates content on behalf of an owner. When you designate a user as a proxy author, you must also designate one or more owners the user can proxy for.

The following describes what a proxy author can and cannot do:

Can create documents or questionnaires for assigned owners only
Can access and edit all draft content items for assigned owners regardless of whether they were created by the proxy author or the owner
Cannot submit a content item for review or approval but can request that the owner do so
Can view assigned owners' content items throughout the review and approval process

How you assign a proxy author depends on whether you're doing it from the owner's user form or from the user's form whom you want to assign as a proxy author.

Assign a User as a Proxy Author

Note: Proxy authors can only be assigned to users assigned the Document Owner or Questionnaire Owner role.

With a user form open, click the Proxy Settings tab.
Click Assign [user name] as a proxy author for other people.

If multiple sites exist, select the site or sites containing one or more owners the current user will act as proxy for.

(Optional) A list of owners is shown by default. To select owners by department, under Select From, click , click Departments, and then click OK.

Depending on the current Select From setting, do one of the following:

Select one or more owners.

Click a department name, select one or more owners from that department, and then click OK.

Note: To remove a selected name, click it, and then click .

(Optional) To assign the current user as a proxy author to another owner, repeat steps 3 through 5.
Do one of the following:

Click Save, and then continue with one of the following user setup tasks:

Providing General Information

Assigning Roles

Assigning System Permissions

Assigning a Manager

Click Save and Close.

Assign Proxy Authors to an Owner

Note: Assigning proxy authors takes effect only when the current user is assigned an owner role.

With a user open, click the Proxy Settings tab.
Click Assign proxy authors for [user name].

If multiple sites exist, select the site or sites containing the user or users you want to assign as proxy authors.

(Optional) A list of users is shown by default. To select users by department, under Select From, click , click Departments, and then click OK.

Depending on the current Select From setting, do one of the following:

Select one or more users.

Click a department name, select one or more users from that department, and then click OK.

Note: To remove a selected name, click it, and then click .

(Optional) To assign another proxy author to the current user, repeat steps 3 through 5.
Click Save or Save and Close.