- Impersonating is useful for being able to see a user's account from that user's perspective.
- Users with Owner, Impersonator or Admin (legacy) roles are able to impersonate other users.
There are two methods for impersonating users. Method 1 is the best option for impersonating when you need to impersonate specific users often. Method 2 is a faster option which is perfect for impersonating users that you don't impersonate often.
Before you impersonate a user, please note:
The impersonating feature is intended as a 'light touch' option for cross-checking things like what your users can see, and for troubleshooting any issues they may report.
** Changes made in the user's account whilst you are impersonating them will be reflected in the user's account, i.e. if you complete a task while impersonating a user, this task will appear completed in their account. **
Method 1
Step 1: Click Impersonate in the top bar.
Step 2: Click on the user you wish to impersonate.
Step 2: If the user you wish to impersonate does not appear, click on Add person. Search and select the user you want to impersonate. Once the person's tile is loaded, click on this tile to impersonate them.
Step 4: Click Yes in the dialog box.
Wait until the system transitions into the impersonated user's perspective. You will know you are impersonating someone if you see the peach-coloured bar at the top.
Step 5: To unimpersonate, simply click on the unimpersonate button in the peach-coloured bar.
Method 2
Step 1: Click on User Management in the left-hand menu.
Step 2: Click on the People tab, then click on the person you wish to impersonate.
Step 3: Make sure you are on the Profile tab (pictured below).
Step 4: Scroll to the bottom of the Profile screen, and click the blue Impersonate button.
Step 5: Click Yes in the dialog box.
Wait until the system transitions into the impersonated user's perspective. You will know you are impersonating someone if you see the peach-coloured bar at the top.
Step 5: To unimpersonate, simply click on the unimpersonate button in the peach-coloured bar.
Article ID: xapimedA_20200108_1
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