Difference between revisions of "Proxy Login as this User"
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As an administrator responsible for a number of [[User]]s, it is often convenient to diagnose user issues by logging in via proxy. | As an administrator responsible for a number of [[User]]s, it is often convenient to diagnose user issues by logging in via proxy. With this login, you gain full access to all actions available to the user. (Each action performed during a Proxy Login is audited and logged.) | ||
With | |||
{{permissions|Proxy Login Access|[[Login]] as another user to troubleshoot problems that may arise in a user's account}} | {{permissions|Proxy Login Access|[[Login]] as another user to troubleshoot problems that may arise in a user's account}} | ||
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When a Proxy Login is initiated, a dialog box opens to remind the user that a record of these actions will be created. The user can opt to continue or cancel the action. | When a Proxy Login is initiated, a dialog box opens to remind the user that a record of these actions will be created. The user can opt to continue or cancel the action. | ||
;To execute a proxy login: | |||
#Click ''' | #Click '''[[File:GearIcon.png]] > Administration > Access Management > Users''' | ||
#Select a user | #Select a user<br>If your role has the capability to do a proxy login, the '''[Proxy Login]''' button is visible. | ||
#Click the '''[Proxy Login]''' button.<br>A confirmation dialog appears. | #Click the '''[Proxy Login]''' button.<br>A confirmation dialog appears. | ||
#Click '''[OK]''' | #Click '''[OK]''' | ||
#If this is a first-time login, you may to answer a [[Security Question]] | #If this is a first-time login, you may need to answer a [[Security Question]] | ||
#*The name of the user will appear on the screen, in place of your [[username]] | #*The name of the user will appear on the screen, in place of your [[username]] | ||
#Perform any necessary troubleshooting activities | #Perform any necessary troubleshooting activities | ||
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{{Note|You can only login-by-proxy as a member of your team or one of its subteams, as specified by the [[Permissions Hierarchy]] restrictions.}} | {{Note|You can only login-by-proxy as a member of your team or one of its subteams, as specified by the [[Permissions Hierarchy]] restrictions.}} | ||
;To close a proxy login session: | |||
#Click the down arrow next to your name at the top of the window. | |||
#Click the ''Switch Back'' link | #: A drop down appears with additional options. | ||
#Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session | #: ''Learn more:'' [[Using the Agent Portal#User Options]] | ||
#Click the ''Switch Back'' link that appears above the Logout option. | |||
#Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session. | |||
Latest revision as of 02:45, 15 May 2014
As an administrator responsible for a number of Users, it is often convenient to diagnose user issues by logging in via proxy. With this login, you gain full access to all actions available to the user. (Each action performed during a Proxy Login is audited and logged.)
Users that have the Proxy Login Access permission can Login as another user to troubleshoot problems that may arise in a user's account
When a Proxy Login is initiated, a dialog box opens to remind the user that a record of these actions will be created. The user can opt to continue or cancel the action.
- To execute a proxy login
- Click
> Administration > Access Management > Users - Select a user
If your role has the capability to do a proxy login, the [Proxy Login] button is visible. - Click the [Proxy Login] button.
A confirmation dialog appears. - Click [OK]
- If this is a first-time login, you may need to answer a Security Question
- The name of the user will appear on the screen, in place of your username
- Perform any necessary troubleshooting activities
Note: You can only login-by-proxy as a member of your team or one of its subteams, as specified by the Permissions Hierarchy restrictions.
- To close a proxy login session
- Click the down arrow next to your name at the top of the window.
- A drop down appears with additional options.
- Learn more: Using the Agent Portal#User Options
- Click the Switch Back link that appears above the Logout option.
- Confirm that your login name appears on the screen, which indicates that you have successfully closed the Proxy Login session.