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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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System Administration

Impersonate Users

A trusted staff member with permission can log in to the Platform as another user.

Use this feature to help a Platform User troubleshoot issues, provide training, set the appropriate Security Roles, take specific actions on a User's behalf (like completing Tasks or adding charts to a dashboard), 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. So, for example, if you use the Transfer Selection Tool, the selection transfers to YOUR page, not the page of the person you're impersonating.
Important: Bestow the ability to impersonate other Users with care. This is typically reserved for SPoCs or other high-level Users.

Initial Setup

To access this feature, a SPoC must set the Can Impersonate field to Yes on the appropriate User record.

Note: The Can Impersonate field on the User record only controls access to the ability described here and not the Impersonate Portal User Tool.

Impersonate a Platform User

  1. Click your Display Name in the upper-right corner.
  2. Select Impersonate.
  3. In the pop-up window that displays, start typing the name (Last Name, First Name) of the person you want to impersonate.
  4. When the correct name displays, click the name.
  5. Click Impersonate.
    Once your screen refreshes, you are logged in as the other User.
  6. When you finished impersonating, return to the menu and click Stop Impersonating.
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Last updated: July 16, 2024