ADMIN: Act As Feature
As an Admin, you can "impersonate" your agents to see exactly what they see in their individual ClientBAY accounts. This is the best way to provide hands-on support or verify that an agent's dashboard is set up correctly. 🕵️♂️
🚀 How to Start "Acting As" an Agent
Open Your Account Menu: Click your Account Button in the upper right-hand corner.
Select Act As: Choose the Act As option from the dropdown menu.
Choose the Agent: In the popup window, select the agent you wish to impersonate and press OK.
View the Dashboard: ClientBAY 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
When you are finished with your session, you need to return to your administrative view:
Look for the Stop Acting As button located in the bar at the top of the screen.
Clicking this will instantly log you out of the agent's view and return you to your own Admin account.
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