Using a proxy in InterAction lets another user, like an assistant, access your contact list and manage contacts, such as creating, editing, or sponsoring contacts and handling activities on your behalf. You can set as many proxies as you need and mark certain contacts as private so the proxy cannot see them.
If you have an administrative assistant, secretary, or other InterAction user as your proxy, set the user as your proxy in InterAction.
Setting a user as your proxy does the following:
- Provides the proxy with access to your contact list.
- Lets the proxy create and edit contact information on your behalf. For example, in the Web Client, a proxy can update a phone number in your contact list. The proxy can act completely on your behalf in the Web Client without requiring any special access rights.
- Lets the proxy manage any actionable items for you. For example, the proxy can add a user contact to the firm list, contribute contacts, handle potential duplicate contacts, or provide more information for a contact added to the firm list.
- Lets the proxy set you as the sponsor for a contact on a marketing list. Note, the proxy must have read access rights to the marketing list folder.
- Lets the proxy create activities on your behalf and set you as the originator of the activity.
To prevent a proxy from seeing a contact in your contact list, you can designate the contact as Private. The private designation applies to the contact and all of the contact’s information.
You can have an unlimited number of proxies.
You can also manage your proxies using the My InterAction page in the Web Client.
Add a Proxy
Perform the following steps to add a proxy for yourself.
You cannot add proxies for other users in the InterAction Windows Client. To do this, use InterAction Administrator.
- Log on to the InterAction Windows Client.
- Choose Tools > Options.
- Choose the Proxies tab.
- Choose Add.
Find the user to add as a proxy.
To find the user, type the user’s last name then choose Search. You can also leave the field blank then choose Search to browse all users.
- Highlight the user then choose OK to add them as your proxy.
- To add another proxy, choose Add. Otherwise, choose OK to apply your changes and close the dialog box.