ADMIN: Act As Feature

ADMIN: Act As Feature

👥 Using the "Act As" Feature

As an Admin, you can "impersonate" your users to see exactly what they see in their individual Back At You accounts. This allows you to step into another user's account to see the platform exactly as they do. You can bypass the friction of a login to provide hands-on management, verify configurations, and handle tasks directly from their perspective. 🕵️‍♂️

🚀 How to Start "Acting As" an Agent

  1. Select Act As: In the upper right corner of your Back At You Office, select the Act As Button 

  2. Choose the Agent: In the popup window, select the agent you wish to impersonate and press Start "Acting As" Session.

  3. View the Dashboard: Back At You Office will reload. You are now seeing the platform through that agent's eyes!


📝 Important Usage Rules

  • Saving Work: Anything you create, edit, or delete while "Acting As" an agent will be saved directly to their account. 

  • Permissions: You cannot "Act As" another Admin by default. This permission must be specifically granted within the system settings. 🔒


🛑 How to Stop Acting As or Change User

When you are finished with your session, you can return to your administrative view or change which user you are acting as:

  • Clicking the Stop Acting As button located in the bar at the top of the screen will instantly log you out of the agent's view and return you to your own Admin account.

  • Clicking the Change User button located in the bar at the top of the screen will pop up the window for you to select a new user to impersonate.





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