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Impersonating Users

This article covers how to view AwardSpring as a student, reviewer or donor by impersonating that user. For user records and roles, see FAQs: Users.

The impersonate feature allows you to view exactly what the user you are impersonating sees upon logging in. You can impersonate the Student, Reviewer and Donor user types. Administrator accounts cannot be impersonated.

Important: This is a live environment. Any actions made during impersonation are recorded under the user's account.

How to Impersonate a User

Locate the user you'd like to impersonate using the search bar on the Users page (People, then Users in the main navigation menu).

On their Profile tab, click Impersonate at the top right of the page.

The Profile tab of a student's user record, with the Impersonate button highlighted.

To stop impersonating a user, select Stop Impersonating in the banner at the top of the page.

The student view while impersonating, with the Stop Impersonating banner naming the student at the top, above the student menu and dashboard.

Student view

When impersonating a Student user, you will land on their dashboard. Depending on the student's status, the dashboard may list scholarships to complete or follow-up items, show an award notification, or be empty with a message that there is nothing to complete.

The student dashboard while impersonating: an Application submitted card and two scholarships to complete, each with an Apply button.

You will also have access to the Scholarships tab, where the student's qualification status will be displayed for every scholarship, as well as any awarded amounts if applicable.

The Scholarships tab in the student view, listing scholarships with the student's qualification status.

Under the Donors tab, the user can read about Donor profiles (if applicable).

The Donors tab in the student view, listing the donor profiles a student can read.

Reviewer view

When impersonating a Reviewer, you will land on their dashboard, which lists their review groups.

The reviewer dashboard with My Groups in the left menu and a table of review groups showing percent complete and applicants remaining.

In each review group, they will see a list of applicants that they've been assigned.

Note: They may or may not see applicant names (this depends on if you've enabled or disabled for this information to be visible to your Reviewers).

The list of applicants assigned to a reviewer, with the applicant names shown.

Once you select an applicant, their full application is displayed beside a Score Cards panel with a box for each criterion and a Notes field. Scores are auto saved as you enter them, so do not type in these boxes while impersonating.

A reviewer's scoring screen: the applicant's full application on the left, and on the right a column of score boxes with a Notes field.

Donor view

To impersonate a donor, go to People, then Donors, open the donor's record, and select Impersonate from the More actions menu. When impersonating a Donor user, you will land on the Applicants page, which lists awarded applicants for their scholarships. The amount that the student was awarded will be displayed, as well as the date they were awarded.

The donor dashboard with Applicants in the left menu, listing awarded applicants with their award amounts and award dates.

Once an applicant is selected from the list, the applicant responses that the donor can read are displayed.

An applicant in the donor view, showing the responses a donor can read: major, personal statement, financial need statement and GPA.

Donors can also participate in the review process, so you'll notice an Assignments item in their left menu if they have been included in a review group to score applicants.

The Assignments page in the donor menu, with a Review Groups table showing a group's percent complete and applicants remaining.
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