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Instructions on setting up Proxy permission to an admin user.
With this article, users that are setup as Admins can configure a dedicated Admin Role to have the ability to Proxy Login as any user.
Login to JobPts -> Admin Center -> Users -> Manage Admin Roles
Proceed with either creating a new Admin Role with the admin type Global Admin or editing an existing Global Admin role.
Image: JobPts application - Manage Admin Roles
As soon as you choose Global Admin in the admin type field, a checkbox for Proxy Access will appear on the left side of the screen.
Check the box for Proxy Access and continue to select all necessary permissions for this Global Admin role and press on the Save button at the beginning of the page.
When done with configuring a new Global Admin role or editing an existing one, proceed with heading to Users -> Assign Privileges in the admin center.
Image: JobPts application - Assign Privileges
Here press on the button called New Admin, select the user that you wish to allow the admin role with Proxy access and press on Save.
Image: JobPts application - Assign Privileges - Add New Admin
With the above steps being done, you have allowed the admin user to be able to login as anybody in the company and perform activities from their profile in JobPts.
Head back to the Application view and hover over with your mouse on your profile picture.
Image: JobPts application - Application Profile
On the next screen, you are able to search for any user that has an active profile in JobPts and by pressing on the + icon right of their name, you will be logged in as them.
Image: JobPts application - Application Profile - Proxy Login
You can notice that you have successfully logged in as another user by having this indication.
Image: JobPts application - Application Profile - Proxy Logged in user
The system will keep you logged in for one session that lasts 40 minutes and 5 minutes before ending the session a notification pop up will appear informing you that you have 5 minutes left of the current active session with an ability to continue for another session logged in as the same user or cancel the session which will result with yourself being logged back in.
Image: JobPts application - Application View
If you wish to logout before ending the session, in that case hover with your mouse over the profile picture of the user and press on Proxy Logout.
Image: JobPts application - Application Profile - Proxy Logout