The Impersonate Feature

Overview

Reserved for TOP ADMIN’s – this feature allows you to actually sign in as another user; or “impersonate” their account, giving you quick and easy access to assist their specific needs.

Why would you Impersonate someone? Well, for many reasons – but let’s say for instance, as an admin you receive calls about users not having access to something, yet all of your settings look correct – jumping in to “see what they see” can help you resolve many issues.

Once you Impersonate a user, you will emulate actually being “Signed In” as them. You will see the branding and features as they would, you can navigate, take training, and do everything as if you are this user – and with that, please tread lightly!

While you are in this mode, you will see the “Identity Badge” (the floating action button) located at the bottom left corner of the screen. By clicking that button, you can learn more about the user and System, as well as return to your previous Top Admin user account.

How to Search

Pinpoint your search results using any combination of the following:
Use a comma to separate key phrases

Search Results

Based on your System size, search results can be very large – for this we’ve helped speed and simplify the process by returning a more narrow result set – allowing you to continue refining results with additional key phrases.

The 10 most relevant results are displayed:

• Profile Pic
• First, Lastname (The User ID is visible on hover)
• Email Address
• Location Name (The System Name and ID are visible on hover)
• Access Level Display Name

Know The Colors

Access Levels play a big role in defining what a user can do and they are often given unique ‘friendly names’ based on a brands need. What stays consistent is the ID, so we’ve broken these down into colors to try and help you quickly recognize them while scanning search results.

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