Difference between revisions of "Emulation Mode"

Revision as of 15:04, 6 April 2018

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.

Enabling Emulation Mode

1. Go to System Security Permissions - Miscellaneous 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, with 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.