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Overview

The With the User Impersonation feature permits Administrators to let a Website User , Administrators can allow certain Website Users, e.g., A, to switch to another User, B, who has shared Accounts, while logged in on into your website. While in the switched mode, the User has full access to orders and accounts of the impersonated User, including viewing, performing or completing the latter's tasks. All 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 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 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. User Impersonation is useful for a range of scenarios, e.g., it allows managers to complete tasks for new or absent staff, or those located in other locations (when each location is treated as individual customers with its own separate Customer code).  ETC...         

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.    

Step-by-step guide

User impersonation Impersonation is set against a user as an override. It cannot be set as a global feature.User.    

1. As Administrator, navigate to Settings → Feature Management → User.
   
   

2. Toggle on 'User Impersonation' to switch on the feature and click Configure.
    
   
   

3. IMPORTANT - In the 'User Impersonation Feature Settings', leave the default for Enable User Impersonation disabled. This ensures is OFF. Leave this disabled to ensure that User Impersonation is not switched on globally for all Users. HAS NO EFFECT    
    
   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.
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4. To allow a user to User to have User Impersonation access, click Overrides. (TIP - Setting a user override means the added user overrides the global and role OFF setting.)
   
   
5. Click the Add Override Setting button.
    
   
   
6. From the User dropdown list, select the required user.
   
   
7. Toggle Toggle on Override Value. 
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8. Click Confirm to exit the screen. 
    
   
   
9. 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.  
    

Enhancements Available on 4.41+

Limit checkout

Since 4.41 it’s now possible to limit impersonators from checking out. Overrides are also possible, and apply to the user while impersonating. For example you can allow or disallow a user from checking out while they impersonate another user.

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New Cart Ready email template

The “Cart Ready Email Template”, gives a summary of what items have been added to the cart and emails the impersonated user, inviting them to finish their order.

Note: The email redirects will work better when the site has no ability to view the cart while logged out, this forces the receiver of the email to login, and then they’re redirected to /cart

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How User Impersonation works for the User

When the User logins to the website, they will see the Switch User icon. 

 

Clicking on it opens the 'User Impersonation Select' list. This list contains all users with access to the User can switch tosame Customer accounts as the User. The User can click on the user they wish to impersonate.  

 

After switching to the other User, the screen including the Dashboard website now displays the impersonated User's order and account management history and website access. Note - an view and dashboard. NOTE - An Impersonating User will not have access to locations they do not usually have access to under their own User identity.
Image RemovedCustomer accounts they normally cannot access against their own user login.

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Additional Information

Related help