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Allow a particular specific Website User (e.g., A) to assume the identity of another User and be able to (e.g., B) from the same company, so that A can view and perform B's tasks of the latter. |
Overview
With the User Impersonation feature, Administrators can allow certain Website Users, e.g., A, to switch to another User with shared Customers , B, who has shared Accounts while logged in on into your website. In this way, the User A assumes the identity of the switched User, with B and has access to B's order, invoice and account information and functions of the impersonated User. This feature targets a range of is aimed at scenarios involving a 'super-User' such as a manager . Managers can access junior or absent staff's accounts to approve or complete tasks with the Customer, and look up orders, invoices and other transactional histories. For large customers that have multiple locations of large Customers with multiple locations set up as separate sub-accounts (treated as individual customers Customers with their own separate Customer codes). For example, regional managers can login as the users who usually look after these sub-accounts. Or managers can access junior or absent staff's accounts to approve or complete tasks with customers, and look up orders, invoices and other transactional histories. All User switches are logged in the system.
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The feature is set up as a User level Override. (For See help on the Override facility in general, see XXXfor further information.) Should your business require implementation of overrides at Role or Customer levels, please consult Commerce Vision to explore these options.
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- As Administrator, navigate to Settings → Feature Management → User.
Toggle on 'User Impersonation' to switch on the feature and click Configure.
- IMPORTANT - In the 'User Impersonation Feature Settings', the default for Enable User Impersonation is OFF. Leave this disabled to ensure that User Impersonation is not switched on globally for all Users.
The Global Setting can also be accessed in the User Impersonation Feature Settings screen (when you click Overrides). Check that it is OFF. Check also that there are no overrides at the Role level.- To allow a User to have User Impersonation access, click Overrides. (TIP - setting a user override means the added user overrides the global and role OFF setting.)
- Click the Add Override Setting button.
- From the User dropdown list, select the required user.
- Toggle on Override Value.
- Click Confirm to exit the screen.
- Click Save to save the User Impersonation override. Notice the message informing you the override has been saved and the number of Overrides has increased by 1.
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After switching to the other User, the website now displays the impersonated User's view and dashboard. Note - an Impersonating User will not have access to Customers Customer accounts they normally do not usually have access to.
Related help
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