What Is Profile Switching?
Profile Switching allows you to access another team member’s account and view ProLine as if you were logged in as them without needing their credentials.
It’s helpful for checking team members activity, communication, or making updates on their behalf, but be cautious:
Any actions you take ( like sending messages, making calls, or filtering contacts and projects) will reflect that team member’s account, not yours.
For example, if you filter projects on the Project board by My Projects then you will only see the ones assigned to that team member, and won’t see your own.
If you open a message with a contact, you’ll see that team member’s message history, not your own.
If you send a message or call while switched in, it will send or call from that team member’s ProLine number, not yours.
You can update their settings and integrations but cannot change their username or password.
Switching Profiles
Go to your profile icon at the top-right corner of your ProLine account and click it.
A pop-up will appear showing all users in your ProLine account and select the user you want to view by clicking on their name.
Once selected, you’ll see their profile icon next to yours at the top-right. You are now viewing the account as that user.
When finished, repeat Step 1, click your profile icon, and return to viewing your own account.
Access
Admins
By default, admins have unrestricted access to switch into any team member’s profile. This level of access is automatically granted and requires no further configuration.
Other Team Members
If you’d like non-admins (ex: sales managers or team leads) to have this functionality, ProLine allows you to conditionally grant access by configuring it in a permission profile.
Granting Profile Switching Permissions
Use this feature to control how clients can view team member profiles. Follow these steps:
Steps to Grant Profile Switching Permissions
Click on the hamburger menu (☰) in the top-left corner of the dashboard.
Select Manage Team from the menu.
Click the Permission Profiles tab.
Choose the profile you’d like to edit by clicking the pencil icon next to the profile name.
When the configuration pop-up appears, locate the Team Member Access setting. This controls how clients can view team member profiles:
Access All Team Members: Clients can view every team member’s profile.
Limited Team Member Access: Restrict visibility by selecting exactly which team members the client can access.
This ensures you can tailor profile visibility based on your team structure.
Example Use Cases:
Sales managers may need access to reps’ profiles for coaching and review.
Production leads might need visibility into assigned tasks for workload balancing.