Admin users can impersonate other users to view the platform from their perspective. This can be useful when troubleshooting issues or checking what another user can access.
To impersonate a user
Select the person icon in the top-right corner of the platform.
Select Impersonate.
Search for or select the user you would like to impersonate.
The platform will switch to the selected user’s view.
Exiting impersonation
To return to your own account, select the X to exit impersonation.
Use cases for impersonating a user
Impersonating a user allows you to see the platform as they see it, including which folders and dashboards they have access to and which content they have recently viewed.
This is particularly useful for checking that users have the correct level of access. For example, if you have dashboards intended for clients, you can impersonate a client user to confirm that they can access the relevant client-facing dashboards without being able to see internal or agency reporting.