ADMIN: Allow Another Admin to Act As You
As an Admin, you can "Act As" agents to view the system exactly as they see it. This is a great tool for troubleshooting or helping an agent with their account.
Note: By default, you cannot "Act As" another Admin. This requires special permission from that person.
🔐 How to Let Other Admin "Act As" You
If you need another Admin to access your view, you must manually grant them permission:
Click the My Account button in the upper right corner.
Select View Profile to open your Details page.
Click the Preferences tab at the top of the page.
Scroll down to the Allow Acting As Me section.
Select the specific person (or people) you want to grant access to.
Click Save in the upper right corner.
🚀 How to Start an "Act As" Session
Once permission is granted:
The authorized person will see your name in their Act As drop-down menu.
They can select your name to switch views and see ClientBAY through your eyes.
💡 Pro Tip: This is especially useful for training! If an agent is confused about where a button is, you can "Act As" them to see exactly what is on their screen and guide them through it. 🛠️
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