Setting up this functionality is actually very simple. To illustrate, I'll refer to two types of E-Business suite Users:
1) MANAGER - This is the User who will delegate responsibility to perform transactions on their behalf to the Administrator user.
……………………….In my examples, this user name is TESTMGR.
2) ADMINISTRATOR - This is the user who will sign on to the E-Business suite and assume the responsibilities of the Manager user.
……………………….…………In my examples, this user name is TESTADMIN.
STEP 1
- Connect to the R12 E-Business Suite as ANY User (e.g. SYSADMIN) with the responsibility 'User Management' and open the 'Users' form.
- Search for the user name of the MANAGER. In this case, the user name is TESTMGR.
- Assign the role 'Manage Proxies' to this user name e.g.
STEP 2
Now connect as the MANAGER user e.g. TESTMGR and navigate to the 'Preferences' form:
Click on the 'Manage Proxies' option and then, the 'Add People' button.
This will allow you to add the User Names of those Users that you wish to perform actions on your behalf:
STEP 3
Now, add the user names of all Users that you wish to assume your responsibilities.
In my example, I add the user name of my ADMINISTRATOR TESTADMIN:
Apply the changes and exit the E-Business suite.
STEP 4
OK - now comes the fun stuff.
Connect as the ADMINISTRATOR TESTADMIN:
Note - the new options 'Switch User' and 'Return to Self' available:
As its name suggest 'Switch User' is the magic button that allows you to 'become' the other User without having to enter their password i.e. TESTADMIN can become TESTMGR and access their responsibility list.
STEP 5
Select the 'People Icon' to switch your user to that of TESTMGR:
STEP 6
As if by magic, you are navigated to the home page of the proxied user, can access any of their current responsibilities and can perform action on their behalf in the E-Business that they themself are allowed to perform:
Note - the label 'Logged in As TESTADMIN Proxy For TESTMGR':
STEP 7
OK - to return to the original user session, select the option 'Return to Self'
