> For the complete documentation index, see [llms.txt](https://docs.optty.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.optty.com/partner-onboarding-docs/onboarding-via-portal/user-impersonation-login-as.md).

# User Impersonation (Login As)

The **Login As** feature allows a higher-tier account to impersonate a user on a lower-tier account, giving full access to that account's dashboard. A Grandparent can log in as a Parent user; a Parent can log in as a Merchant user. Use this feature for troubleshooting, configuration, and account management on behalf of partners or merchants.

> ⚠️ **Active impersonation:** While logged in as another user, all actions you take are performed as that user. Be careful when making changes.

> 🔒 **Access scope:** A Grandparent can impersonate Parent users. A Parent can impersonate Merchant users. You cannot impersonate a user at your own tier or higher.

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### 1. Open the Management Page

Navigate to **Partners Management** in the left sidebar to impersonate a Partner user, or **Merchants Management** to impersonate a Merchant user.

![Merchants Management highlighted in the left sidebar](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-f32a747ae046f118b6f660f623065854b2bf14bb%2F.gitbookassets11-merchants-management-sidebar.png?alt=media)

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### 2. Open the Manage Users Modal

Locate the Partner or Merchant row and click **Manage Users** in the Actions column.

![Merchant row with Manage Users button highlighted in the Actions column](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-b40d3287e7154f01936cd4d7eb1c2b459475e13d%2F.gitbookassets15-manage-users-button.png?alt=media)

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### 3. Click Login As

The **Manage Users** modal opens, showing the list of users for that account. In the **Actions** column, click **Login As** next to the user you want to impersonate.

![User list with Login As button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-19b9804acc1fc2b70d1ee931b25469f0a78cbda4%2F.gitbookassets09-user-list-login-as.png?alt=media)

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### 4. Confirm the Impersonation

A confirmation dialog appears: **"Impersonating \[User Name]"**. Review the message confirming which user profile and dashboard you will be redirected to. Click **Yes** to proceed.

![Impersonation confirmation dialog with Yes button highlighted](https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-e4b1bc5d1fed8794ca4829faf0b8a60a91f15d33%2F.gitbookassets10-impersonation-dialog.png?alt=media)

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### 5. Access the Impersonated Dashboard

The system switches you to the impersonated user's dashboard. The header updates to display **Partner Name: \[Partner Name]** (or **Merchant Name** for Merchant accounts). A persistent yellow banner appears at the bottom of the screen:

> **"Your original account is \[Your Name] — Exit this view"**

This banner remains visible for the duration of your session.

<figure><img src="https://1547574893-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZhsUpq2iUPMhEqWrHrBn%2Fuploads%2Fgit-blob-3db5d78f2a55154deeed54a1ac3adf756dc9180c%2F18-merchant-dashboard.png?alt=media" alt=""><figcaption></figcaption></figure>

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## Exiting Impersonation

To return to your original account at any time, click **Exit this view** in the yellow banner at the bottom of the screen.