2,299
edits
Changes
no edit summary
This feature provides the ability to access the system as a second user, without the need to enter any credentials for that second user.
The first user can see the second user's portal, and can edit information on behalf of them.
This feature will make it easier for staff to log in as clients or applicants and edit information on their behalf.
The option to emulate a user is only available if the second users is a basic user. It is not available if second user is a [[Local User Administrator|local admin]] or [[Global User Administrator|global admin]].
'''To test multiple roles simultaneously, you must use multiple browsers (e.g. System Administrator in Chrome, Applicant in Firefox, etc) '''
* The system will support the most recent browser versions, as well as some versions before the most recent update.
* You may always view the user's browser information in the user's profile, under '''Options – Login Details.''' This never exposes a password, merely the browser used to login for troubleshooting purposes.
==Enabling Emulation Mode==
1. Go to [[System_Security_Permissions#Miscellaneous_Feature_Permission|System Security Permissions - Feature Permission]].
2. Click Lookup next to the relevant ''Emulation Mode'' settings and select the relevant roles for the settings. There are 2 settings as follows:
3. Click the '''NOTE:Save''' if a person exist in both "Enable Emulation Mode - View Only" and "Enable Emulation Mode - View & Edit" role list, they will only be able to viewbutton.
==Using Emulation Mode==
1. Navigate into the second user's profile.
2. Click on Options - Emulate Session.
