This article will outline the process for impersonating a member to see the site from their point of view.

Required access:

You will need the Administrator or Security Administrator access level.

Note: Administrators cannot impersonate other Administrators or Security Administrators. 

Where to go:

  • From the Member Portal, go to Admin > Member Search or click the magnifying glass icon

Steps to be taken:

  1. Search for the member you are wanting to impersonate
  2. You can search by their name or status
  3. There are two ways to impersonate. You can click on Login as this user under the Actions column or do it directly through the Member's profile.
  4. To impersonate through the Members' profile, click the name of the account on the list.
    membersearch.png
  5. Find the section labeled Login or click Personal Information > Login from the left navigation menu
  6. Click Login as this user. Take note, if your Members have not created an account, you will not be able to impersonate their record.impersonate.png
  7. You will see a red bar at the top of the page while you are in impersonation mode.
  8. This will let you see the Member Portal from their point of view, including their member homepage and calendar.
  9. To stop impersonating the Member, click Exit impersonation mode on the red bar.
    impersonate2.png