Impersonating Users
Learn about the impersonate a user feature in MinistryPlatform.
Sometimes it's helpful to see exactly what another user sees so you can help them with what they need to do. To do this, you can impersonate that user! Use this feature to troubleshoot issues, provide training, set appropriate security roles, help a person complete a task, and more.
Note: When you impersonate another user, any tools you use are based on your permissions, not the permissions of the person you're impersonating. For example, if you use the Transfer Selection tool, the selection transfers to your page, not the page of the person you're impersonating.
CAUTION: Use care when allowing others to impersonate other users. This is typically reserved for SPoCs or other high-level users.
Enable Impersonating a User
Turn on the impersonate a user feature for a specific user.
Allow the person you want to impersonate other users the ability to do so.
- In the navigation menu, click .
- Open the appropriate person's User record.
- In the General tab, click Edit Record.
- In the Can Impersonate field, select Yes.
- Click Save.
Now this person can impersonate other users.
Impersonate a User
See what another user can see.
- You must have Can Impersonate set to Yes on your User record to do this.
Use this feature to troubleshoot issues, provide training, set appropriate security roles, help the user complete a task, and more.
- Click your user account image.
- Click Impersonate.
- Click the user you want to impersonate.
- Click Impersonate.
- When you've finished helping the user, click Stop to return to your account.