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External Customer KB > General > Assuming Users
Assuming Users
Article: KB0010594 Published: 07/03/2023 Last modified: 07/03/2023

 

Assuming users means that you can take limited control of other user accounts as if you're signed in as that user. This allows you to look into their personal account settings in order to diagnose improper configurations and troubleshoot issues.

Prerequisites

In order to assume another user, you must have either the Super user or Assume users privileges, and assuming users must be enabled by the account owner.

  1. To assume a user, choose their name from Users > All Users, then open More Actions and select Assume User.

    User Actions - Assume User

  2. In the dialogue that appears, enter your reason for assuming the user and click Assume.

    Reason for Assuming User

    The reason you provide is recorded in Activity > Events, along with any actions that you take while assuming the user. The audited operations will appear in the events log as normal, but indicated by an asterisk (*) and with an additional line in the event details showing which admin was assuming the user during the event.

    Assumed User Event

  3. Your user interface switches to the assumed user's point of view and displays a banner to indicate you're in Assumed User mode.

    Assumed User Portal

    While you're assuming the user, several features are disabled for data privacy purposes. You cannot use federated search, see the user's secure notes or app passwords, or sign in to any applications that haven't had Assumed Sign-In enabled by the account owner.

  4. When you're done with the the user's account, click their profile image and select Revert to Admin to return to your own account.

    Revert to Admin


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