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    • How to Impersonate an Employee

    Owned by Nickolai Walk, created
    Last updated: Sept 19, 2024 by Trevor Fultz
    1 min read

    This article will walk you through impersonating a user in Employee Records. This can be used to troubleshoot issues reported by an end-user and view the account as an end-user sees it.

    Only users with appropriate security can impersonate other staff members and access their accounts.

     Instructions

    1. Choose Configuration from the main menu.

    2. Choose Staff.

    3. Select a user from the Staff listing or search by first or last name.

    4. Click Impersonate on the user's record.

    Authorized users can also impersonate users from any of the pages under Files by clicking the Impersonate link.

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