Impersonate Employee

From Employee Search, you can impersonate an employee to act on their behalf or help troubleshoot.

You must have the Can Search Employees and Can Impersonate Employees permissions enabled for your role. See Roles & permissions.

Impersonate an employee

1. Go to CSRconnect Admin Portal, Users, Employee Search.

2. Select Search Employees.

3. Enter the employee’s first name, last name, or email address to search.

4. Select the + icon to choose the desired employee.

5. Select Impersonate Employee.

6. You will see your CSRconnect community from the employee’s perspective. Take any desired actions.

7. To end the impersonation session, hover over the profile icon, then select End Impersonation.