Change the actions that a user can take

task brazil Updated Sep 10, 2026 1 min read change-proxy-action.md
Raw file servicenow.com

Configure which actions a user can perform on behalf of a technician they manage.

Before you begin

Role required: sn_fsm_proxy_actn.proxy_admin

About this task

By default, when proxy actions are enabled, managers can take the actions below on behalf of a technician they manage.

You can configure the specific actions that managers can take on behalf of agents. For example, you can limit managers to only closing work order tasks.

Actions that managers can take by default:

  • Accept
  • Reject
  • Start travel
  • Start work
  • Close complete
  • Close incomplete

Procedure

  1. Select All > Field Service > Proxy Configuration > Policy.

  2. Select the policy called Proxy actions for Managers on behalf of their agents.

  3. Clear Enable All Actions.

  4. Select Unlock Enabled Actions [Omitted image "lock-proxy.png"] Alt text: lock icon.

  5. Select lookup using list [Omitted image "lookup-list.png"] Alt text: lookup icon and select the action that others can take on behalf of technicians.

    Note: Repeat this step if there is more than one action you want to configure.

  6. Select Lock enabled actions [Omitted image "lock-actions.png"] Alt text: lock actions.

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