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Account Settings: Set Up and Use Role Impersonation

Updated over 2 months ago

Video

Summary

  1. Navigate to Account Administration and select the Roles tab.

  2. Open the Role that you are assigned to, scroll down to the Account Administration dropdown and make sure the "Can Impersonate a Role" permission is enabled.

  3. Open the Role you wish to impersonate and enable “Can Be Impersonated”.

  4. From a project, select Role Impersonation from the bottom of the Project Solutions Panel, and then click the role you want to impersonate.

  5. From the bottom of the screen, you can easily toggle between different roles to impersonate them. Once done, click Stop Impersonation to return to your own project view.

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