Primary Department Supported: Product Support
Description: How to access and use Proxy features in LMS
Super Powers Needed? -NO
Developer Support Needed? - NO
Common Situations
Product Support regularly uses Proxy of other users in LMS when:-
Internal users report being unable to perform functions in LMS that they should normally have access to.
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Product Support needs to reproduce an issue to confirm whether an LMS error is legitimate.
Important Considerations & Best Practices
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Always clear your proxy before performing any unrelated actions in LMS.
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Any actions taken while proxied will be logged under the proxied user’s name, which can create audit issues or incorrect data linkage.
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Individuals who are not associated with a loan should not have their name attached to loan changes or corrections.
Instructions
To Proxy an Internal User in LMS
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In LMS, click your name in the top-right corner of the page
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Select Proxy from the dropdown menu
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Use the search box to locate and select the internal user you want to proxy as
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Begin navigation or testing as the proxied user
To Exit Proxy Mode
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Return to the Proxy page
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Click Clear Proxy
Troubleshooting
User does not appear in the proxy list:
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Verify the spelling of the user’s name or credentials
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Confirm the user has active LMS access and required roles assigned
Unable to reproduce reported issues:
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Confirm whether the user’s access differs from yours (missing roles, business roles, or permissions)
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Attempt proxying in multiple environments if the issue is environment-specific