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Assist a User with Their Account

Required User Role: Administrator

As an administrator, you can use the user assist functionality to simulate being logged in as another account. While assisting a user account, you can perform operations in as that user without needing to obtain their password or having to log out of your administrator account.

To assist a user with their account:

  1. In the upper-left corner, click the Menu button.

    The left navigation plane appears.

  2. In the left navigation plane, click Settings.

    The Settings page appears.

  3. Click the Users widget.

    The Users page appears. This page contains a table that lists all users for your instance.

  4. In the users table, roll over the user account you want to assist, and click the button. refreshes and displays the default dashboard. While you are assisting the user, displays an overlay at the top of each page with the role of the user you are assisting.

To stop assisting a user with their account:

  • At the top of any page, in the overlay that displays the role of the user account you are assisting, click the button.

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