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 reviewing a team member's activity, communications, or making updates on their behalf. Keep the following in mind when switched into another profile:
Any actions you take (such as sending messages, making calls, or filtering contacts and projects) will reflect that team member's account, not yours. For example, if you filter the Project board by My Projects, you will only see projects assigned to that team member.
If you open a message thread with a contact, you will see that team member's message history, not your own.
If you send a message or make a call while switched in, it will send from that team member's ProLine number, not yours.
You can update their settings and integrations, but you cannot change their username or password.
How to Switch Profiles
Click your profile icon in the top-right corner of your ProLine account.
A pop-up will appear showing all users in your ProLine account. Click the name of the team member you want to view.
Once selected, you will see their profile icon appear next to yours in the top-right corner. You are now viewing the account as that team member.
When finished, click your profile icon again and select your own name to return to your account.
Who Has Access
Admins have unrestricted access to switch into any team member's profile by default. No additional configuration is required.
Non-admin team members (such as sales managers or team leads) can be granted profile switching access through a Permission Profile. This access can be configured to allow switching into all team members' profiles or only specific ones.
Granting Profile Switching Access to Non-Admins
Click the hamburger menu (☰) in the top-left corner.
Select Manage Team.
Click the Permission Profiles tab.
Click the pencil icon next to the profile you want to edit.
In the profile editor, locate the Team Member Access setting and choose one of the following:
Access All Team Members — The team member can switch into any other team member's profile.
Limited Team Member Access — Restrict switching to only the specific team members you select.
Changes are auto-saved. Click Close when finished.
Example use cases:
A sales manager may need access to their reps' profiles for coaching and review.
A production lead may need visibility into assigned tasks for workload management.
💡 For more on configuring Permission Profiles, see Manage Team: Permission Profiles.
Need Help?
If you have questions about profile switching or permission configuration, our support team is available to help. Reach us at support@proline.app or via the chat in your ProLine account.