Impersonating a User

From a Person Table

From the Person table...

1. Start by locating the person record for whom you want to impersonate.
   PRO TIP! Remember that you can use filter options including the upper left search menu!
   
   
2. Select the person and click Other > Impersonate.

1. Click Impersonate Person and you will be brought to their portal view.
   
   
   

From a Person Record

From the Person's record...

1. After editing the person record, click the Impersonate button.
   
   
   
2. Click the Impersonate Person button and you will be brought to the person's portal view.
   

From User Management

From the Dashboard...

1. Go to System > User Management > Manage Users.
   
   
   
2. Select their Username and click the Impersonate button.
   PRO TIP! Search for the user you wish to impersonate by first or last name.
   
   
   
3. Click Impersonate Person and you will be brought to their portal view.