2660325 - How to enable, disable and manage Proxy Now

• Prerequisites?
• How to enable Proxy Now in the dropdown?
• How to disable Proxy Now?
• How to use Proxy Now?
• Users are not able to use the Proxy feature;
• 1H2026 Proxy Now improvement search;

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.

SAP SuccessFactors HCM Suite

Prerequisites:

1. Enable Proxy Feature setting under Company Settings in provisioning. As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your implementation partner or Account Executive. For any non-implementation tasks, contact Technical Support. 1296527 - How to create a support case for SAP Support.
2. You have the Proxy Management permission. Go to Admin Center > Manage Permission Roles > Choose the permission role and verify the Proxy Management permission or add the permission to your role;
3. You have Company Info Access and User Search permission so you can look up a person to assign as your proxy.

How to enable Proxy Now in the dropdown?

1. Navigate to Admin Center;
2. Go to Proxy Management;
3. Select "Enable Advanced Proxy Management (Proxy Now and Proxy Import)" > Save Proxy Settings;
4. Perform a logout and login to clean cache browser;
5. Go to the username, click the dropdown
6. Proxy should appear
7. Always enable proxy lookup: This setting is only necessary if you're not using the employee directory feature. If you already use the employee directory, it has no effect.

How to disable Proxy Now?

If you do not want the Proxy button to show for users via "Options > Proxy", then you can disable it on

1. Admin Center > Company System and Logo Settings;
2. Enable the option Disable Proxy access for users without Proxy rights > Save.
3.  This action will hide Options Proxy for users who do NOT have proxy permissions

Note:
This action does NOT remove proxy access for admins or users who do have Proxy Management permission. To disable proxy now completely, you need to remove or restrict the Proxy Management permission with RBP (Role-Based Permission) 

How to use Proxy Now?

Once Proxy has been assigned, below are the steps the user will need to take in order to act as Proxy for another user:

1. Open the menu under your photo in the global page header;
2. click on the "Proxy Now"
3. And search for the user whose account you want to access;
4. The page will list everyone the admin is eligible to manage even if they haven't manually been assigned to each person.
5. Select the name and click OK and the system takes the Admin to the user's account;
6. When the Admin is finished and wants to access another user's account, the Admin can click Proxy Now again and select a different name. This way, the Admin can move from account to account without having to go back to their own account each time.
7. When the Admin is ready to return to their own account, they can click the Become Self link.

Admins will have potentially see 2 links at the top of the page by their name:

• Proxy Now, which lets the Admin act as a Proxy.
• And Become Self, which only displays when the Admin is acting as a Proxy to let them return to their own account.

Users are not able to use the Proxy Now feature;

If you are still not seeing the Proxy Now button, it means that there is no existing proxy assignment for the user.
For Proxy now to appear, assign proxy rights for at least one user via Proxy Management or Proxy Import (Refer to the KBA for more information: 2087311 - Proxy Management and Proxy Now)

1H2026 Proxy Now improvement search;

The search list shows only users for whom you have active proxy access. Users no longer see the message 'This proxy assignment has not started yet. Start date: 0000-00-00 00:00' for assignments that have not started in Proxy Now. You can find more information on this change in the Help guide: Optimized User Search for Proxy Now 

If no valid results are found, the system displays the message: 'No Match results. Try a different search.', as per the image below:

Important Notes:

• In proxy search, the result is restricted to 30 names. If the user is not showing up in this search, the workaround is to search by username. 
• Additionally, Admins can also see the Proxy Now link on people's Quick Card profiles. Clicking the link will give them access to the account.

• KBA: 2087311 - Proxy Management and Proxy Now
• Help guide: Setting Up Proxy Access 
• Help Guide: Optimized User Search for Proxy Now

proxy, proxy now, enable proxy, proxy not available, search, proxy management, No Match results. Try a different search,  Become Self, how to proxy, disable proxy, restrict, RBP, User Search Permission, Enable Proxy Now,  , KBA , LOD-SF-PLT-PRX , Proxy , How To