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# Understanding Proxy Management in CodeBot for SAP SuccessFactors

This article explains how to manage proxies in CodeBot for SAP SuccessFactors.

**Getting Started**

1. **Create a New Iteration:** Begin by setting up a new iteration: This step is essential for generating the workbook and executing the automation

![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1u71n7d.png)

2. **Generate the Workbook:** After creating the iteration, generate the workbook by accessing the options through the hamburger menu.

![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1i4bag6.png)

3. **Selecting Options:**

o	 **Proxy Report Tab:** To generate this tab, select only option 1.
o	 **Proxy Management Report:** To produce this report, it is necessary to select both option 1 (Proxy Report) and option 2 (Proxy Management). This requirement is indicated by option 2.

![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1m99mzl.png)

4. **View Data:** Once the workbook generation is complete, you can view the data across various tabs.

![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_gsa26y.png)

![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_mia9ld.png)

**Automation for Proxy Management**

In the Proxy Management Sheet, you will find three options under the dropdown for the proxy status.

![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1o8d1v8.png)

1. **Assigned:** Use this option to grant proxy rights to a new user. Note that at least one proxy right must be selected to use this option.
2. **Edit:** This option allows you to modify the date and time associated with an existing proxy assignment.
3. **Remove:** Use this option to remove a proxy user from the instance.

For Proxy Management Permissions, refer to this document: https://app.crisp.chat/website/0f21adf9-5890-4ebe-8201-d24e23c6d715/helpdesk/articles/en/d7b5f664-a265-4862-a849-784643ebc9be/

This streamlined process ensures effective management of Proxy assignments within SAP SuccessFactors using CodeBot.