Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting,...

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Proxy Relationships for Managers in CSU Learn Selecting, Deactivating, and Removing Proxies

Transcript of Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting,...

Page 1: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Proxy Relationships for Managers in CSU Learn

Selecting, Deactivating, and Removing Proxies

Page 2: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Selecting a ProxyLog into CSU Learn and click the “Self” icon in the top left corner.

Page 3: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

From the “Self” menu, select “Proxy Relationships.”

Page 4: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Click “New” in the Proxy Relationships tool bar

Page 5: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Click “Browse” to search for individuals.

Page 6: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Enter the first and/or last name of the person and click the magnifying glass.

Page 7: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Select the desired user and press “OK.”

Page 8: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Select the desired length of the proxy relationship.

Proxies may be activated indefinitely or for a specific period of time. The second option may be useful for managers who will be away from the office for a specific time.

Page 9: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

The newly-added proxy will appear on the “Proxy Relationships” page. A start and end date will be listed if the proxy was chosen for a specific time period.

Page 10: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Deactivating a Proxy Relationship

Select the proxy to be deactivated and click “Edit.”

Page 11: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

On the Proxy Relationship menu, select “Inactivate Proxy Indefinitely.”

Page 12: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

The Proxy Relationships page will confirm the updated status and display the proxy’s status as “Inactive.”

Page 13: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Deleting a Proxy Relationship

Select the proxy to be deactivated and click “Remove.”

Page 14: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

Click “Continue” to remove the proxy.

Page 15: Proxy Relationships for Managers in CSU Learn Learn... · Managers in CSU Learn Selecting, Deactivating, and Removing Proxies. Selecting a Proxy Log into CSU Learn and click the “Self”

The Proxy Relationships Page will confirm the removal of the proxy.