Impersonation

Impersonation lets authorized team members view the app as a specific client user. Use it to troubleshoot issues or assist clients.

Access & Permissions

• Available to authorized team roles
• Action is logged for audit purposes

How to Impersonate

1. Go to Impersonation in your team dashboard
2. Search for a user or select a client
3. Click Start Impersonation
4. A banner indicates impersonation mode

Stop Impersonation

• Click Stop Impersonation from the banner or the menu

Best Practices

• Use only when necessary
• Never change sensitive settings without consent
• Stop impersonation as soon as you're done