Supplemental Core Features
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      Proxies (Household/Client Proxies)

      This article will take you through the Proxy creation, edit, and delete processes.

      Definition

      In PantrySoft, a Proxy is a person not typically included in household member reports who are authorized to receive goods on behalf of the household. 

      Creating Proxies

      Perform the following steps to create a new user and choose its role(s):

      1. Create a New Proxy
        Click New Proxy to record a proxy for the household. Enter first and last name, optionally enter any additional information.

      2. Save the Proxy
        Click Save and Exit.

      Editing and Deleting Proxies.

      To edit or delete a proxy, click the pencil icon next to their name on the Staff Dashboard.