Using the Login As User Feature (Agency Admins)
About the Login As User Feature
The Login As User feature is a powerful tool for Agency Admins that allows you to temporarily access a user's account directly from your own. This eliminates the need to log out and log back in with different credentials when you need to troubleshoot an issue, adjust settings, or perform actions on a user's behalf.
Who Can Use This Feature?
This feature is exclusively available to users with the Agency Admin role. It is controlled by a specific user permission. By default, the Enable Login As permission is turned on for agency owners and admins. If this permission is disabled for your user account, the Login As option will not be visible.
How to Log In As a User
To begin using the Login As feature, follow these steps:
- Click your profile icon located in the top-right corner of the CRM.
- From the menu that appears, click the Login as button.
- A window will open showing a list of users. You can either type the user's name or email address into the search bar or scroll through the list to find the correct user.
- Select the user you wish to log in as. You will immediately be redirected into their account.
Working Within a User's Account
Once you have logged in as another user, you can perform any action that the user themselves would be able to do. This includes updating settings, managing contacts, and responding to customer inquiries. A Switch Account option will be available, allowing you to quickly return to your Agency Admin account at any time.
Frequently Asked Questions
How are changes logged when an Agency Admin uses this feature?
Currently, any changes made while logged in as a user are recorded in the audit logs under the account user's details. A future update to the CRM is planned to also capture the Agency Admin's details in the audit log for these actions.
Why don't I see the "Login As" option?
If the Login As button is not visible, it is likely because the Enable Login As permission has been disabled for your user account. Please contact an agency owner or another admin and ask them to enable this permission for you in the User Management settings.