Student advisors can grant parents, guardians, and other proxies access to selected
student information for a specified time period. Select the delegated access definitions that
determine which categories of information the proxy can access.
Required Editions
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education
Cloud |
| User Permissions Needed |
| To grant delegated access to proxy users: |
Education Cloud Full Access permission set
AND
Manage Delegated Access and
Related Objects
|
To grant delegated access to a proxy user:
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From the App Launcher, find and select Cases or
Contacts.
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Open a student case or contact.
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In the My Proxies section, click New.
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Enter the proxy name details.
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Select a relationship.
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Enter an email address.
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Click Next.
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Turn on the delegated access definitions for the categories that the proxy can access.
Proxies can access only data that the student has access to.
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Set the start and end dates for access.
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Save your changes.
