Unlike in WorkFlows, Alma does not require the creation of a separate proxy user record. Instead, a user is designated as a proxy by modifying their existing record. To do this, locate the record for the user who will be a proxy, and select “Edit User.” Once this screen opens, click on “Full Information” in the upper right.
Next, click on the tab marked “Proxy For.”
Click on “Add Proxy For.” Locate the faculty member that the student will be a proxy for, and then select “Add User.”
When you need to charge items to a faculty member’s designated proxy, click on the checkbox next to “Use Proxy” before scanning the proxy’s I.D. This will bring up the faculty member’s account and charge the materials directly to their account in Alma.