Impersonating an Associate's Web Office Login

Admin: Corporate Admin
Page: Associates > Search 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:

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

  2. Click the Impersonate button located in the upper right-hand corner of the page.

    Impersonate button

    You will now be singed in to the Associate’s Web Office.

    Web Office

You can view their Web Office and make any changes as the Associate would. 

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