Impersonation
Paulina
Last Update há 6 meses
Impersonation is a feature that allows users to temporarily take over other people’s accounts. Different permissions levels allow to impersonate different roles. To learn more about roles & permissions, read this article.
Who Can Impersonate Whom?
| Watcher | Agent | Manager | Admin | Owner | |
| Can impersonate Watchers | ❌ | ✅ | ✅ | ✅ | ✅ |
| Can impersonate Agents | ❌ | ✅ | ✅ | ✅ | ✅ |
| Can impersonate Managers | ❌ | ❌ | ✅ | ✅ | ✅ |
| Can impersonate Admins | ❌ | ❌ | ❌ | ✅ | ✅ |
| Can impersonate Owners | ❌ | ❌ | ❌ | ❌ | ✅ |
| Can impersonate Clients | ❌ | ✅ | ✅ | ✅ | ✅ |
How To Impersonate Team Members
1. On the left sidebar, select Workspace and choose Team from the drop-down menu (only available to Admins and Owners at the moment),
2. In the Team tab, find the user you want to impersonate and select the ellipsis on the far right under “Actions”,
3. A drop-down menu will appear with three options: Change role, Impersonate, and Deactivate. Select the “Impersonate” option.
How To Impersonate Clients
1. Go to the Clients tab found on the left sidebar,
2. In the Clients tab, find the client you want to impersonate and select the ellipsis on the far right under “Actions”,
3. A drop-down menu will appear with three options: Change role, Impersonate, and Deactivate. Select the “Impersonate” option.
To stop impersonation, select the “switch back” button at the top right.
Other Methods
You can also impersonate clients directly in Requests. Simply go to the Request of a client you want to impersonate and find the Impersonate button on the right-side panel under client's contact information.
