Use Impersonation to Review User Access and Experience

When rolling out an Application, ensuring data security is crucial. Use the Impersonation feature to verify what your Members can see.

⚠️ Important

Only the Primary Owner and Security Admin account types can use Impersonation.

What does Impersonation do?

Impersonation allows any Member with a Security Admin account type to be able to browse your Workspace as another Member. You see exactly what the Member sees, including Permissions and Access Rights.

If you try to carry out actions as that Member, a dialog appears saying whether you would or would not be able to complete this action. But the action is not carried out.

How do I use Impersonation?

Start an Impersonation session

There are several ways to start an Impersonation session:

• From Workspace Settings.

  1. In your Workspace, select Settings in the left sidebar.

  2. In Members management, hover over a Member and select the three-dot menu that appears.

  3. Select Impersonate Member.

• From Application Settings.

  1. In your Application, select the three-dot menu in the left sidebar, with the More options tooltip.

  2. Select Roles, permissions & access.

  3. Hover over a Member and select the three-dot menu that appears.

  4. Select Impersonate a Member.

• From a Board.

  1. In the top right, select the Impersonate icon.

  2. Select the Member whose access rights you want to review.

• From a Block.

  1. Open the required Block, and select the three-dot menu in the top right.

  2. Select Impersonate Member.

Two indicators show that an Impersonation session has started:

• a black border surrounds the screen

• the User pill at the bottom left-hand corner is replaced by the Impersonation control panel  

Behavior with multiple tabs

When starting an Impersonation, only the tab where the Impersonation is initiated shows the view of an impersonated user. All other tabs continue to operate under your real user. Each time you open a new tab, you’ll be prompted to choose whether to enable Impersonation on that tab or not.

When you switch to another impersonated user (see next section), all tabs currently using Impersonation automatically switch to the new impersonated user.

When you stop the Impersonation, all the tabs using Impersonation stop impersonating.

Switch to another User

At any time during the Impersonation session, you can switch to another user by selecting the down arrow in the Impersonation control panel, and choosing a different user.

Stop the Impersonation session

When you are finished reviewing, select the X beside the name of the person you were impersonating.

⚠️ Important

• You can’t impersonate the support account.