Impersonation Feature

Access Level Required

In order to access this page, you will need to have one of the following roles:

• Work 365 Administrator
• Work365 Internal User

Impersonation Feature: Switch to Customer View

One of the most powerful features introduced in the portal is Impersonation.

What It Does

• Allows partners to log in with their own credentials.
• Easily switch into a customer’s portal view without logging out or changing accounts.
• Great for providing support, troubleshooting, or demonstrating features.

How to Use It

1. Click on the "Switch User" option located in the bottom-left corner of the portal.
2. Enter the customer's name into the search bar.
3. Click the confirmation button to the right of the search bar.

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The selected customer's portal will load immediately after confirmation, allowing full impersonation access.

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Note: Impersonation does not require customer login details and is fully secure. Your actions are logged under your partner identity for transparency.