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Employee Impersonation

Temporarily access employee accounts for support and troubleshooting

What is Employee Impersonation?
A secure feature that allows administrators to temporarily view and interact with the system as if they were a specific employee, for troubleshooting and support purposes.

Employee Impersonation is a powerful tool designed to help administrators provide better support to employees by experiencing the system from their perspective. This feature is particularly useful for debugging issues, providing training, and understanding user-specific problems.

View Experience

See exactly what employees see

Provide Support

Help solve user-specific issues

Secure Access

Temporary and logged access

When to Use Employee Impersonation
Common scenarios where impersonation is helpful

Support & Troubleshooting

Technical Issues

Debug problems that employees report

Feature Problems

Understand why features aren't working

Access Issues

Verify permissions and access rights

Training & Guidance

User Training

Provide step-by-step guidance

Process Verification

Check if processes work correctly

Best Practices

Demonstrate proper usage

How to Use Employee Impersonation
Step-by-step guide for administrators
1

Access Employee List

Navigate to the Employees section in your admin dashboard. You'll see a list of all employees in your company.

2

Select Employee

Find the employee you want to impersonate and click on their profile. Look for the "Impersonate" button in their employee details.

3

Start Impersonation

Click the "Impersonate" button. You'll see a confirmation dialog explaining the impersonation session. Click "Start Impersonation" to proceed.

4

Impersonation Session

You'll now be viewing the system as that employee. A banner at the top will clearly indicate you're in impersonation mode. You can navigate and use features as the employee would.

5

End Impersonation

When you're done, click the "End Impersonation" button in the banner or use the logout option. You'll be returned to your admin account.

Security & Privacy

Employee Impersonation is designed with security and privacy in mind. Here's how we protect both administrators and employees:

Access Controls

  • Only administrators can impersonate employees
  • Impersonation sessions are time-limited
  • Clear visual indicators during impersonation
  • Automatic session timeout for security

Audit Trail

  • All impersonation sessions are logged
  • Actions taken during impersonation are recorded
  • Session duration and purpose are tracked
  • Reports available for compliance purposes
Best Practices
Guidelines for responsible use of employee impersonation

✅ Do's

  • Use only for legitimate support purposes
  • Inform employees when possible
  • Keep sessions brief and focused
  • Document the reason for impersonation

❌ Don'ts

  • Don't use for personal curiosity
  • Don't make changes without permission
  • Don't share impersonation access
  • Don't leave sessions active unnecessarily
Common Issues & Solutions

Can't Start Impersonation

If you're unable to start impersonation:

  • • Verify you have administrator privileges
  • • Check if the employee account is active
  • • Ensure the employee has a valid user account
  • • Try refreshing the page and try again

Session Ended Unexpectedly

If your impersonation session ends unexpectedly:

  • • Check if the session timeout was reached
  • • Verify your internet connection is stable
  • • Check if the employee account was deactivated
  • • Contact support if the issue persists

Limited Access During Impersonation

If you have limited access while impersonating:

  • • This is normal - you see what the employee sees
  • • Check the employee's role and permissions
  • • Verify the employee's account settings
  • • End impersonation to return to admin access