Our insitiution uses proxy access to assist employees with request, booking and expense issues. Only a selected group has this access. We have provided the group with the exception of one person with global access.
I would like to know how many of you are using the proxy access role and how many assigned users do you have in your company? Are you using global access? or do you provide access based on groups?
Thanks in advance
In addition to our proxy access, we also allow our users to designate delegates and travel arrangers. So the general population does not have the proxy access, they can only assist by being a delegate/travel arranger.
We do. The access is contained within my team (5 team members) who have sole responsibility for our card, travel and expense programs and processes globally. We support around 20K associates in 30+ countries.
thanks for the feedback. We also have a very small group with this access. With the exception of our AP group who can utilize the access to identify budget transactions as needed, the rest of our group uses the access to assist users with issues they cannot resolve on their own.
In my experience working with our customers, the Proxy access is given to a small number of people.
I like to use the old adage, "too many cooks in the kitchen".
Best practice is to use the Travel Arranger/Expense Delegate options. We tell customers that the Proxy role should be used for Troubleshooting purposes only to see what is going on with the user. Proxy should not be (emphasis on should) used to create reports for others or book travel for others. That is what the Travel Arranger and Delegate options are for.