People I Can Proxy For

The PACFile system offers the ability to provide a person, known as a proxy, the authority to perform specific actions on behalf of another PACFile-registered individual (a.k.a. the granting authority) or organization (ex. state agency, district attorney's office, or juvenile probation office). If you have been granted proxy rights to at least one individual or organization, the People I Can Proxy For grid within the My Profile screen displays the list of your proxy partners.

Many of the privileges assigned within a proxy relationship are available in the Proxy Rights column. You may have one, some, or all of the following:

• Administer Proxies - Empowers you to accept or reject any future requests made by individuals asking to proxy on behalf of the granting authority. You have the authority to grant all proxy rights for this individual's proxies, except this specific privilege. Only the granting authority maintains the right to delegate this privilege. For organizational proxy relationships, this right is restricted to the access management user (AMU).

• Create Initiating Filings - Provides the ability to create new case action filings on behalf of the granting authority or organization. This does not include the authority to approve or submit filings.

• Create Ancillary Filings - Provides the ability to create filings on existing cases on behalf of the granting authority or organization. This does not include the authority to approve or submit filings.

• Approve Filings - Provides the ability to approve filings created on behalf of the granting authority or organization. This privilege does not grant the right to submit filings but, if the proxy relationship is not using an approval process, this right should be granted to you if you also have the Submit Filings privilege.

• Submit Filings - Provides the ability to submit and pay for any filing created on behalf of the granting authority or organization. This does not include the authority to create or approve a filing. You cannot submit filings without both the Approve Filings and Submit Filings privileges.

In addition, the Notification Types column displays the list of notification types you receive through your Dashboard that are directed to the granting authority or organization.

An individual that proxies for multiple individuals and/or organizations can have different rights for each proxy relationship.

 

Requesting Proxy Rights

Any PACFile-registered user has the ability to request the right to proxy on the behalf of another PACFile-registered individual. To initiate this request, complete the following steps:

1.	Click the Add New Record icon above the People I Can Proxy For grid.
2.	Click on the Search By dropdown to select the type of search you want to complete.
3.	For name searches, the last name, first name, city, and state of the person you are looking for must be specified. The city and state criteria typically pertains to the location where the individual works. For bar number searches, only an attorney's bar number needs to be entered.
4.	Click the SEARCH button.
5.	Based on the results returned, click the checkbox next to the name of the individual you want to proxy for and click the SUBMIT button. If a popup appears indicating that your changes have been saved, click the OK button. Tip: This action sends an e-mail and Dashboard notification to the person identified by this process so they can review the request.

Note: Requests to proxy for an organization cannot be created through this screen. These requests are completed through the Manage Account screen, which is available through the User Option Menu icon in the upper-right corner of the screen.

 

 

Removing a Proxy

To remove your proxy rights for an individual or an organization, click the Delete icon that appears at the far right of their name. Following removal, this proxy relationship can be recreated at any time.