Example: Configure proxy actions for an assignment group

fsm-proxy-example.md

Create a proxy policy that lets users in an assignment group perform proxy actions on behalf of other technicians in that same group.

Before you begin

Role required: sn_fsm_proxy_actn.proxy_admin

About this task

After you create the policy, assign the sn_fsm_proxy_actn.proxy_agent role to each agent who needs to perform proxy actions. For more information on adding a role, see Assign a role to a user.

Procedure

Select All > Field Service > Proxy Configuration > Policy.
Select New.
In the Name field, enter a name for the policy.
Confirm the Table field is set to Work Order Task [wm_task].
Under Conditions, select Add Filter Condition and define who the policy applies to.

For example, set the condition to Assignment group is to scope the policy to a specific team.
Select the Actions Configuration tab.
Select the actions to allow, or select Enable all actions.
Select the Delegation Policy Roles table.
Select New, and then select the roles you want to add.
Select Submit.
Select Update.

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---
title: Example: Configure proxy actions for an assignment group
description: Create a proxy policy that lets users in an assignment group perform proxy actions on behalf of other technicians in that same group.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/field-service-management/work-order-management/fsm-proxy-example.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]
---

# Example: Configure proxy actions for an assignment group

Create a proxy policy that lets users in an assignment group perform proxy actions on behalf of other technicians in that same group.

## Before you begin

Role required: sn\_fsm\_proxy\_actn.proxy\_admin

## About this task

After you create the policy, assign the sn\_fsm\_proxy\_actn.proxy\_agent role to each agent who needs to perform proxy actions. For more information on adding a role, see [Assign a role to a user](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_AssignARoleToAUser.md).

## Procedure

1. Select **All** &gt; **Field Service** &gt; **Proxy Configuration** &gt; **Policy**.

2. Select **New**.

3. In the **Name** field, enter a name for the policy.

4. Confirm the **Table** field is set to **Work Order Task \[wm\_task\]**.

5. Under **Conditions**, select **Add Filter Condition** and define who the policy applies to.

For example, set the condition to **Assignment group is** to scope the policy to a specific team.

6. Select the **Actions Configuration** tab.

7. Select the actions to allow, or select **Enable all actions**.

8. Select the **Delegation Policy Roles** table.

9. Select **New**, and then select the roles you want to add.

10. Select **Submit**.

11. Select **Update**.