Impersonating a User

Staff can be permitted to impersonate, or view the system as, another user.  This setting is conferred by Role.  When enabled, the option to login as another user is visible under the Individual Record > Actions drop-down, using the Login as… selection.

When impersonating another user, staff see messaging across the top indicating this, as well as the option to return to their own view of the system.

Note: Staff users can only impersonate users who do not have the "Staff" role. All staff should have the "Staff" role to prevent impersonation by other staff users.

The ability to impersonate is configurable by Role.  For administrators configuring roles for staff, use the Impersonate User special permission to enable or disable this option for a role.