Add resources to take proxy actions
task australia Updated Sep 10, 2026 1 min read add-resources-proxy.md
Add roles or individual users to the default proxy actions policy so more people can perform proxy actions on behalf of their managed agents.
Before you begin
Role required: sn_fsm_proxy_actn.proxy_admin
Procedure
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Select All > Field Service > Proxy Configuration > Policy.
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Select the policy called Proxy actions for Managers on behalf of their agents.
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Choose from the following.
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Option |
Steps |
|---|---|
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Add roles to take proxy actions |
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Add users to take proxy actions |
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65 lines · 1.7 KB
--- title: Add resources to take proxy actions description: Add roles or individual users to the default proxy actions policy so more people can perform proxy actions on behalf of their managed agents. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/work-order-management/add-resources-proxy.html release: australia product: Work Order Management classification: work-order-management topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Configuring proxy actions, Work order tasks, Set up work orders and tasks, Configure, Field Service Management] --- # Add resources to take proxy actions Add roles or individual users to the default proxy actions policy so more people can perform proxy actions on behalf of their managed agents. ## Before you begin Role required: sn\_fsm\_proxy\_actn.proxy\_admin ## Procedure 1. Select **All** > **Field Service** > **Proxy Configuration** > **Policy**. 2. Select the policy called **Proxy actions for Managers on behalf of their agents**. 3. Choose from the following. <table id="choicetable_add_resources_proxy"><thead><tr><th align="left" id="d45460e93"> Option </th><th align="left" id="d45460e96"> Steps </th></tr></thead><tbody><tr><td id="d45460e102"> **Add roles to take proxy actions** </td><td> 1. Select the **Delegation Policy Roles** table. 2. Select **New**. 3. Select the roles that you want to add. 4. Select **Submit**. </td></tr><tr><td id="d45460e135"> **Add users to take proxy actions** </td><td> 1. Select the **Delegation Policy Delegates** table. 2. Select **New**. 3. On the form, fill in the fields. 4. Select **Submit**. </td></tr></tbody> </table>
| title | Add resources to take proxy actions |
| description | Add roles or individual users to the default proxy actions policy so more people can perform proxy actions on behalf of their managed agents. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/field-service-management/work-order-management/add-resources-proxy.html |
| release | australia |
| product | Work Order Management |
| classification | work-order-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configuring proxy actionsWork order tasksSet up work orders and tasksConfigureField Service Management |