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  1. As Administrator, navigate to SettingsFeature ManagementUser.

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

  3. 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.



  4. 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.)

  5. Click the Add Override Setting button.

  6. From the User dropdown list, select the required user.

  7. Toggle on Override Value.

  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

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Checkout Messages


Minimum Version Requirements


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MultiExcerptNameMinimum Version Requirements
4.31

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MultiExcerptName4.26
PageWithExcerptLTS 2021 actual min. versions

Prerequisites


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MultiExcerptNamePre reqs

--


Self Configurable


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MultiExcerptNameSelf Configurable

Yes


Business Function


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MultiExcerptNameBusiness Function

Users


BPD Only?


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MultiExcerptNameBPD Only

Yes


B2B/B2C/Both


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MultiExcerptNameB2B/B2C/Both

B2B


Ballpark Hours From CV (if opting for CV to complete self config component)


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MultiExcerptNameBallpark Hours From CV (if opting for CV to complete self config component)

Contact Commerce Vision


Ballpark Hours From CV (in addition to any self config required)


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MultiExcerptNameBallpark Hours From CV (in addition to any self config required)

Contact Commerce Vision


Third Party Costs


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MultiExcerptNameThird Party Costs

n/a


CMS Category


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MultiExcerptNameCMS Category

Users


Related help

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