Impersonating an Associate's Web Office Login

Learning Experience Team

August 14, 2020 16:59

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:

In Corporate Admin, find and select an Associate to navigate to their Detail page.
Click the Impersonate button located in the upper right-hand corner of the page.

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

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