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Configuration
This section assumes you are already using Recordkeepr.
The following additional steps may be required for configuring Proxy Manager for use.
Security Profiles
Security profiles are required to determine what any users that needs to access byondcloud can see and do. See how to set up your security profiles in the Manage Account / Security Profiles section of this guide.
The two functions specifically related to Proxy Manager are PM_Manage Campaign and PM_Reports.
You can allow users the following rights within the Manage Campaign area of Proxy Manager.
Create
Read
Update
Delete
The Reports area of Proxy Manager, allow users to
Create
Read
Create Users
Once security profiles are set up, create any usersthat will need access to byondcloud to manage the voting slips for your Annual General Meeting and assign them to a security profile.
Please note that users will not need to be assigned to a territory to action tasks within Proxy Manager.
