Difference between revisions of "Emulation Mode"
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| − | This feature provides the ability to access the system as a second user, without the need to enter any credentials for that second user. | + | 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. | + | 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. | 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. | + | 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== | ==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: | |
| − | + | {{Template:Emulate Permissions}} | |
| + | |||
| + | 3. Click the '''Save''' button. | ||
| − | |||
==Using Emulation Mode== | ==Using Emulation Mode== | ||
| − | + | 1. Navigate into the second user's profile. | |
| − | 1. Navigate into the second user's profile. | ||
2. Click on Options - Emulate Session. | 2. Click on Options - Emulate Session. | ||
Latest revision as of 10:08, 24 June 2019
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 admin or 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 - 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:
- Enable Emulation Mode - View & Edit - provides access to the Emulation Mode functionality, including the ability to make edits when emulating as another user
- Enable Emulation Mode - View Only - provides access to the Emulation Mode functionality, without the ability to make edits when emulating as another user. NOTE - 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 view.
3. Click the Save button.
Using Emulation Mode
1. Navigate into the second user's profile.
2. Click on Options - Emulate Session.
3. The second user's portal is displayed, but with a banner at the top informing you are viewing the system as the second user.
4. To exit Emulation Mode then simply click on the second users name at the top of the portal and select the End Session option. Users are brought back to their own view of the system.
