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.
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.
2. Open the Manage Users Modal
Locate the Partner or Merchant row and click Manage Users in the Actions column.
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.
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.
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.
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.
Last updated