Configuring Switch User

Owned by Aravind Naik
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
4 min read
 Administrators
 Basic

You can configure to enable a user to switch or sign in as another user.

To give access for switching to another User:

  1. Select Admin > Basic > Users > Switch User List. The SWITCH USER LIST page is displayed.

    SWITCH USER LIST page
    Figure: SWITCH USER LIST page

  2. On the ACTIONS panel of the SWITCH USER LIST page, click ADD NEW. The is SWITCH USER page displayed.

    SWITCH USER page
    Figure: SWITCH USER page

  3. On the SWITCH USER page, specify all the required information. To know more about the fields available on the SWITCH USER page, see Field Description section below.

    Note:

    Make sure that you have selected at least one Customer, Location, or Individual.

  4. Click SUBMIT. After the successful submission, sign out and sign in again to view the changes.

Field Description

The following table describes the fields on the USER LIST page:

Field

Description

LIST

User

Type in and select the User to provide switch user access.

Customer

Select the customer(s) from the list of customers associated with the selected user. The User can switch or sign in as any active User belongs to the selected customer.

Location

Select the location(s) from the list of locations mapped with the user domain. The user can switch or sign in as any active User belongs to the selected location.

Switch To User

Type in and select the User(s) mapped with the user domain. The  impersonating User can switch or sign in as the User selected in the Switch To User field. After selection, the selected Switch To User gets added in the Selected Switch To Users field.

Active

If this check box is selected, the User can switch or sign in as the selections done on this page.

Notify Users

If this check box is selected, both the Users (impersonating and impersonated) receive e-mail notifications when one User switches to another.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the SWITCH USER page.

SHOW LIST

Click SHOW LIST to view the list of users allowed to switch or sign in as another user.