Impersonating an Associate's Web Office Login

Learning Experience Team

August 14, 2020 16:59

Admin: Corporate Admin
Page: Associates > Find Associates > Associate Detail
URL: [CLIENTID].corpadmin.directscale.com/Corporate/CRM/Detail?id=[ASSOCIATE_ID]
Permission: EditAssociate()

To Impersonate in Office is to Single Sign-On into an Associate’s Web Office instance:

In Corporate Admin, find and select an Associate to navigate to their Detail page.

There’s also an Impersonate in Office button on the Websites & BackOffice page.
Click the Impersonate in Office button.

You log in to the Associate’s Web Office.

You can see their Web Office as they do and make any changes that they would.