Impersonations

How to grant and use the Impersonate permission so staff can act on behalf of another user

Adding Impersonate Permissions to an Organization

Administrator Note: When adding the Impersonate permission for an administrative user, it can only be added when you are logged into the Organization account that requires this permission.

Log into the Organization account that the Impersonate permission needs to be added to

On the Admin Home Page, select Settings Toolkit

Select the Actions counter and under the Criteria tab search for Action URL = impersonate Click on the Action URL (ui/portal/accounts/users/impersonate)

Under the Permissions tab, select Add Permission

Select the Group within the Organization that you would like to give this permission to and select Save