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.