{"id":18773,"date":"2025-05-14T09:36:21","date_gmt":"2025-05-14T14:36:21","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=18773"},"modified":"2025-10-15T09:43:24","modified_gmt":"2025-10-15T14:43:24","slug":"impersonate-mode","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=18773","title":{"rendered":"Impersonate Mode"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Purpose<\/strong><\/h2>\n\n\n\n<p>The <em>Impersonate<\/em> feature allows users with the <strong>&#8220;Impersonate Others&#8221;<\/strong> role permission to temporarily view the application as another user. This tool is primarily intended for <strong>diagnostic and support purposes<\/strong>, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Investigating access issues or reported bugs<\/li>\n\n\n\n<li>Verifying user-specific dashboard or feature configurations<\/li>\n\n\n\n<li>Testing role-based experiences<\/li>\n<\/ul>\n\n\n\n<p>Additionally, executives may use this functionality to simulate the experience of employees in various role to better understand user workflows and visibility.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Who Can Use It<\/strong><\/h2>\n\n\n\n<p>Only users with the <strong>&#8220;Impersonate Others&#8221;<\/strong> permission (typically granted to administrators) will see the option to impersonate other users. This ensures sensitive access is tightly controlled.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Security and Activity Logging<\/strong><\/h2>\n\n\n\n<p>To maintain accountability and transparency:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All impersonation events are logged in the system&#8217;s security log.<\/li>\n\n\n\n<li>Any actions taken while impersonating another user (e.g., updates, submissions) are recorded under the impersonated identity <strong>but attributed in logs to the impersonator<\/strong>.<\/li>\n\n\n\n<li>Impersonation <strong>cannot be nested<\/strong> \u2014 once you are impersonating someone, you cannot impersonate another user from within that view.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Accessing the Impersonate Function<\/strong><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to the <strong>User Options menu<\/strong> (click your name or profile image in the top-right corner).<\/li>\n\n\n\n<li>Select <strong>&#8220;Impersonate&#8221;<\/strong>.<\/li>\n\n\n\n<li>Use the search box to find the user you want to impersonate.<\/li>\n\n\n\n<li>Click the red <strong>&#8220;Impersonate&#8221;<\/strong> button to switch into their view.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"206\" height=\"306\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-162.png\" alt=\"\" class=\"wp-image-18774\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-162.png 206w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-162-202x300.png 202w\" sizes=\"auto, (max-width: 206px) 100vw, 206px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"518\" height=\"279\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-163.png\" alt=\"\" class=\"wp-image-18775\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-163.png 518w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-163-300x162.png 300w\" sizes=\"auto, (max-width: 518px) 100vw, 518px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>While Impersonating<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will see a <strong>red banner<\/strong> across the top of the screen indicating the impersonated user&#8217;s name.<\/li>\n\n\n\n<li>You will only have access to the features and permissions granted to that user.<\/li>\n\n\n\n<li>You can perform actions on their behalf (e.g., enter data, view dashboards, submit items) <strong>within the limits of their access.<\/strong><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Stopping Impersonation<\/strong><\/h3>\n\n\n\n<p>You can stop impersonating in one of two ways:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>&#8220;Stop&#8221;<\/strong> button in the red banner at the top of the screen.<\/li>\n\n\n\n<li>Or return to the <strong>User Options menu<\/strong> and select <strong>&#8220;Stop Impersonating&#8221;<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"619\" height=\"109\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-164.png\" alt=\"\" class=\"wp-image-18776\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-164.png 619w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-164-300x53.png 300w\" sizes=\"auto, (max-width: 619px) 100vw, 619px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"211\" height=\"307\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-165.png\" alt=\"\" class=\"wp-image-18777\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-165.png 211w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/image-165-206x300.png 206w\" sizes=\"auto, (max-width: 211px) 100vw, 211px\" \/><\/figure>\n\n\n\n<p>After stopping, you will return to your original account view.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>FAQs<\/strong><\/h2>\n\n\n\n<p><strong>Q: Will the user know I impersonated them?<\/strong><br>No direct notification is sent, but impersonation is logged and auditable by security or platform administrators.<\/p>\n\n\n\n<p><strong>Q: Can I impersonate someone with broader permissions than me?<\/strong><br>Yes \u2014 impersonation gives you that user\u2019s access for the duration of the session, regardless of your original role.<\/p>\n\n\n\n<p><strong>Q: Can I use impersonation to test user permissions before rollout?<\/strong><br>Yes. This is a recommended use case for new role or dashboard configurations.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Purpose The Impersonate feature allows users with the &#8220;Impersonate Others&#8221; permission to temporarily view the application as another user. This tool is primarily intended for diagnostic and support purposes, such [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[2],"tags":[],"class_list":["post-18773","post","type-post","status-publish","format-standard","hentry","category-features"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/18773","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=18773"}],"version-history":[{"count":5,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/18773\/revisions"}],"predecessor-version":[{"id":19753,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/18773\/revisions\/19753"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=18773"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=18773"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=18773"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}