This article will explain how to use the Impersonation module. User impersonation allows administrators to access other users’ accounts and perform actions on their behalf. When impersonating a user, the administrator gains access to all the options available in the profile they are impersonating. However, it’s important to note that the action log will clearly indicate that the action was performed while impersonating the profile.
This feature is particularly useful in various scenarios, such as troubleshooting, user support, training, onboarding, etc.
Accessing the page #
To access the feature, it must first be enabled under Additional modules setup do the following:
- Select the System/Settings and customization tab.
- Select the System preferences tab.
- Select the Additional modules setup tab.
- Enable the User impersonation module.
Using the impersonate option #
To impersonate another user, access their profile, click on Options, and select the Impersonate option.
While impersonating another user, a warning message will always be at your screen’s bottom right.
To return to your profile, you must navigate to the profile of the user you are impersonating and then select the Back to my account button.
Reviewing the activity log #
The activity will be logged in the My activity log tab of the user who initiated the impersonate action within the My profile tab.
Under the User reports/User audit trial tab in the Impersonator username column, you can identify which users, besides your own account, have used the impersonation feature and review the associated actions within the predefined reports.
Note: The Impersonator username column will be visible only if the module is enabled. After disabling it, the column won’t be visible anymore.
