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With the User Impersonation feature, Administrators can allow certain Website Users, e.g., A, to switch to another User, B, who has shared Accounts, while logged into your website. In this way, A assumes the identity of B and has access to B's order, invoice and account information and functions. This feature is aimed at scenarios involving a 'super-User' such as a manager of large Customers companies with multiple locations set up as separate sub-accounts (treated as individual Customers with their own separate Customer codes). For example, regional managers can login as the those 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. (See help on the Override facility for 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 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 NOTE - an An Impersonating User will not have access to Customer accounts they normally do not have access tocannot access against their own user login.
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