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Overview

With the User Impersonation feature, Administrators can allow certain Website Users to switch to another User with shared Customers while logged in on your website. In this way, the User assumes the identity of the switched User, with access to order, invoice and account information and functions of the impersonated User. This feature targets a range of 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 as separate sub-accounts (treated as individual customers with their own separate Customer codes), regional managers can login as the users who usually look after these sub-accounts. All User switches are logged in the system.


The feature is set up as a User level Override. (For help on the Override facility in general, see XXX.) 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 is set against a User.    

  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.



  4. To allow a User to have User Impersonation access, click Overrides.

  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.  
     

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 same Customer accounts as the User. The User can click on the user they wish to impersonate.  

 

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 they do not usually have access to.

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