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How can I impersonate a user as an administrator (view as another user)?
How can I impersonate a user as an administrator (view as another user)?
Livia avatar
Written by Livia
Updated over a week ago

Impersonation is a feature in Teamflect that enables administrators to temporarily access another user's account without needing their login credentials. This feature is designed to assist with troubleshooting, providing support, and ensuring smooth user experiences.

Why Use Impersonation?

Impersonation can be extremely valuable for several reasons:

1. Support and Troubleshooting

Administrators can quickly diagnose and resolve issues by experiencing the platform from the user's perspective.

2. User Assistance

It simplifies providing guidance and support to users by navigating through their accounts.

3. Quality Assurance

Helps ensure that user roles and permissions are configured correctly.

4. Testing and Verification

Admins can validate specific user issues or settings without relying on the user's description.

How to Impersonate a User

To impersonate a user, follow these steps:

1. Access User Profile:

Log in to your Teamflect account.

2. Locate Profile Picture:

In the Teamflect app, you'll find your profile picture in the bottom left corner. Click on it to access the impersonation function.

3. Impersonation Option:

You will see an option to "Impersonate" Click on this option.

4. User Selection:

Enter the name or email address of the user you want to impersonate. Teamflect will suggest matching users as you type.

5. Confirm Impersonation:

Once you've selected the user, confirm the impersonation. You will now be using Teamflect as if you were that user.

  • Impersonation activities are logged for security and accountability purposes. As the impersonating admin, you can access these logs to review the actions you've taken while impersonating another user.

  • However, please note that the impersonated user is not notified of this activity to ensure the integrity of the troubleshooting or support process.

  • You're now equipped with the knowledge to use the Impersonation feature in Teamflect effectively. If you have any questions or encounter any issues, please don't hesitate to reach out to our support team for assistance.

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