Impersonate Portal User Tool
Impersonate a user to complete certain record actions.
- With the Impersonate Portal User Tool, you can:
- Log in to the Portal as another user.
- Assist other Portal users to troubleshoot issues, provide training, complete specific actions, and more on a church member's behalf (for example, cancel recurring online gifts).
- This tool is available on multiple pages, including:
- Contacts: From the data grid, an open record, or a selection of records.
- Participants: From an open record or selection of records.
- Donors: From an open record or selection of records.
- A SPoC can grant access to this tool.
- While there is a Can Impersonate field on User records, that field is used to grant access to the Impersonate Platform User Tool and doesn't affect the Impersonate Portal User Tool.
Impersonate a Portal User
Note: The autofill drop-down list only displays if you impersonate an individual with a record.