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Assume as a User

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Written by Vemco Group

Assume as a User

Summary: Admin users can assume a user account to verify what the user can access and to confirm that setup is correct before sending the welcome email.

How to assume as a user

  1. Log in using Admin credentials.

  2. Open Setup | Users.

  3. Select the down arrow next to the user account and choose Assume as this user.

  4. Verify access, especially dashboards and reporting.

  5. Exit the assumed session using the crossed-out profile icon next to the username in the top menu.

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