Skip to content

How to Create a Proxy in OpenAir

Are you going on vacation but want someone to submit or approve a timesheet or expense on your behalf?

Under some account configurations, users are permitted to designate their own proxies.

In order to create a proxy for one’s self, the user must have the role permission Create own proxies enabled (Administration > Global Settings > Roles > select role).

enable permission to create own proxies in OpenAir

Navigate to Users > Proxies.

Select a user who you want to proxy in for you.

Click Save

If required, enter an expiration date for the proxy: ( example : when you return back from vacation) Administration > Global settings > Account > Proxy expirations

enter an expiration for the proxy

When the proxy user set needs to get access to the other user’s account, they can simply navigate to the User Center and select Login As ( name of user they wish to access the account)

logging in to another user's account by navigating to the user center and selecting login as

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

Scroll To Top