Users can assign one or more proxies—such as secretaries or assistants—to work on their behalf, handling tasks like viewing, adding, or editing contacts and managing contact lists across InterAction+ modules. Proxies act as if they are the original user when performing these functions, but they can also choose to work solely as themselves, which disables the proxy features.
Users can configure one or more proxies to assist professionals. Proxies are other users who can work on your behalf, such as secretaries, assistants, or other staff. They can view your contacts, add or edit contacts and manage contacts in lists for you. This allows busy professionals to delegate responsibility for routine Tasks. A proxy's actions are completed as if they were completed by the original user. A user can have more than one proxy, and a user can also be a proxy for more than one user. A proxy can select between acting as a proxy for another user and acting as themselves. When acting as themselves, all proxy functionality is turned off and they cannot access the information or functionality as a proxy.
Assigning a user to be a proxy in Client Insights also makes that user available as a proxy in other InterAction+™ modules.