Assign Proxy

The Assign Proxy option allows you to assign a proxy person to the registration so that person can go online via ACEweb and pay the registration's outstanding balance, without logging in as the registrant. It's mainly used when a family member wants to pay another family member's registration, or when a firm's contact person wants to pay an employee's registration.

Assign a Proxy

1. Click the Assign Proxy button on the Registration record.
2. Find and select the Proxy person.
3. Click Yes to assign the same proxy to the registration group. Note, click Yes if you plan to email a link to pay the group in ACEweb.

Note

If you assign the proxy to the registrants in the group and the proxy person is a registrant in the group, it will assign the proxy to that registration too. This is required for the Email Link to Pay Group Balance feature.

4. When you are returned to the Registration screen, the Reg. by message appears below the Totals section:

Change a Proxy

You can change a proxy on registrations. For example, when the contact person of a firm is replaced with a new contact person and you need to change the proxy from the old to the new contact.

To change the Proxy on a registration:

1. Click the Reg. by - [person] value on the Registration record (e.g. Reg. by - Mr. Charles W. Havlicek in above image).
2. Find and select the new person.
3. If the original person is listed as the proxy on multiple registrations, the system will ask if you want to change it on all registrations. Select the appropriate option.

4. If you chose Yes in step 3, the system will notify you how many records were updated. Click the OK button to continue.
5. The new person will be listed as the Reg. by - [person] value.

6. Click the Save button to save your changes.