The "Login As User" feature provides Agency Admins with the capability to access a sub-account without needing the user's login credentials. This tool simplifies user management by allowing admins to directly access and modify user accounts as if they were the user themselves, streamlining tasks such as adjustments, troubleshooting, and updates. Important Note: This functionality is available exclusively to Agency Admins. Users with other roles do not have access to this feature. How to Use the "Login As User" Feature 1. Accessing the Functionality: Click on your profile icon in the upper right corner of your CRM dashboard. The option to "Login As User" will be listed beneath your name and email. 2. Finding a User: Use the search tool to locate the user account you want to access. You can search by email address, name, or other identifiers associated with the user. 3. Switching Accounts: After finding the desired user, select their account to log in as them. If the user only has access to specific locations, your session will be limited to those areas. 4. Returning to Admin Account: To switch back to your admin account, use the "Switch to My Account" option, which will return you to your own profile from the user's session. Use Cases and Practical Examples Profile Adjustments: For instance, if a user needs a minor update, such as fixing a typo, you can log in as that user to make the change directly, eliminating the need for direct user involvement. Audit Trail: All modifications made while logged in as a user are recorded in the audit logs under the user's profile. This ensures a clear record of changes. Common Questions Can I access multiple accounts if logged in as a location-specific user? No, your access is restricted to the location associated with the user account you're logged in as. How are changes logged? Any adjustments made while logged in as a user are documented under the user's name in the audit logs. Future updates may include detailed logs indicating which admin made the changes.