Proxy mode is the ability to view another users activities. This is selected by using the drop down on the top right of the page:
Upon selecting a separate user, you will be able to see all of the following:
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Their Collection Goals
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Their Next Best Actions
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Their Messages
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Their Tasks
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Their System Messages
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Their Views on each page
To be able to see a user, they must be assigned to you on (Admin > Master Files > Users) by an admin user. Click here to see how to assign users.
See screenshot example below of what is visible with the Proxy Mode:
Note: If you export to excel another users view, it will be available in YOUR system messages and will not be available until back on your own user.