How can I make myself a proxy user in Profit.co?
Category: General
Profit.co provides an option to make the users themselves proxy users.
Why this feature?
By using this feature, The user can make themselves as a proxy user for other users and access their accounts.
Step 1
Navigate to Settings → User Management → Active Users from the left menu.
Step 2
After locating the user, Click on the Edit icon.
Under the Profit Access Information category, enter the name or search for the name under the Proxy user section.
Once you select the name click Add.
After adding the names, click on the Update button.
The user will have the option to switch over to the selected account.
Related Blog Post
To learn more about the user roles in Profit.co, click here.
Related Questions
-
What options are available in the 'Settings' section of the Profit.co mobile application?
Profit.co allows you to manage various options in its mobile application's 'Settings' section. Why this ...Read more
-
How to set Custom attributes for Departments?
Profit.co provides an option to set custom attributes while creating/editing Departments. Why this feature? By setting ...Read more
-
What is a License Summary Dashboard and how to view it?
License Summary Dashboard is an analytics tool where you can view all the user's information. Profit.co provides an ...Read more
-
What are the best practices for ensuring seamless user onboarding and data synchronization when integrating third-party applications with Profit.co?
Integrating third-party applications with Profit is essential for streamlining user onboarding and ensuring accurate ...Read more
Execute your strategy with the industry’s most preferred and intuitive software
30 Days Free Trial