Manage Proxy

This Quick Guide describes the steps for designating and managing proxies.

What is a Proxy?

Users may choose to designate a proxy in EPIC who can approve new user requests (Office Administrators).
• Note: Publish ability cannot be proxied (Contracting Officer, Lab Call Announcement Manager)
Timing: A proxy can take action on behalf of a user for a set period of time or indefinitely. While multiple proxies can be 
designated, multiple proxies cannot be designated for the same timeframe. 

Step-by-step guide to Manage Proxies

1.  Select the gear icon (User Settings) in the top right corner of the EPIC screen.
2. . Select Manage Proxy.
3.  On the “Manage Proxies” page, select the Create Proxy button on the top right of the page. 
4.  In the Create Proxy window, type or select the EPIC user who you wish to designate as a proxy in the Proxy 
   User drop down.
5. In the Proxy Issue Date field, select the date or date range for when the proxy can take action by clicking on 
   the calendar button.
   1. For a Set Period of Time: Select the beginning date from the calendar, then click the calendar 
      again and select the stop date 
   2. For an Indefinite Time Period: Select a start date with no end date
6.  In the Approval Types box, select the type of actions the proxy can take.
   NOTE: You cannot proxy the publish ability; you may only proxy role approval and document workflow
   actions (Approve/Concur/Review/Consolidate).
7.  Select Save.

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