Add resources to take proxy actions

task australia Updated Sep 10, 2026 1 min read add-resources-proxy.md
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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.

Option

Steps

Add roles to take proxy actions

  1. Select the Delegation Policy Roles table.
  2. Select New.
  3. Select the roles that you want to add.
  4. Select Submit.

Add users to take proxy actions

  1. Select the Delegation Policy Delegates table.
  2. Select New.
  3. On the form, fill in the fields.
  4. Select Submit.
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