TOOLS: Impersonate your Prospects / Clients / Staff
What is Impersonating?
One of the most useful features built into the platform is the ability to Impersonate other users so that you can easily see exactly what they see.
When you Impersonate one of your users, you will be experience the platform almost exactly as that user. There are some small exceptions noted below, but for all intents and purposes, the experience is exactly as if you were logged in as that user.
Which roles are able to Impersonate other users?
Only the Master Admin and other Admins can Impersonate. They are able to Impersonate any Prospect, Client or any Staff member.
The Master Admin is the only user that cannot ever be Impersonated.
How do I Impersonate a User?
How do I stop Impersonating a User?
What are the limitations when it comes to Impersonating?
- Start Page Functionality / When you Impersonate a Contact who has a Start Page setup, you will not be directed to that Start Page when you Impersonate. However, if that Contact WILL be directed to the correctly assigned Start Page if they login normally using the native login page or a custom login page that you have setup.