https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/949/impersonating-users-in-sugar-with-sugaridentityen-USTelligent Community 12https://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/949/impersonating-users-in-sugar-with-sugaridentityTue, 23 Apr 2024 18:22:11 GMT5c521d64-519d-47a6-9065-134618b211bf:b94347df-d2b2-47d1-aa4c-4f83feebc2f1Haley Wonhttps://sugarclub.sugarai.com/docs_and_resources/w/tip-of-the-week/949/impersonating-users-in-sugar-with-sugaridentity#commentsCurrent Revision posted to Quick Tips by Haley Won on 4/23/2024 6:22:11 PM<br /> <p>Sugar admins, did you know that you can<span>&nbsp;log in as a regular or other system administrator user in your organization using the &quot;<a title="SugarIdentity Guide: Impersonating Users" href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/user_management/#Impersonating_Users" rel="noopener noreferrer" target="_blank">Impersonate (Log in as)</a>&quot; option in SugarIdentity?&nbsp;</span>Impersonating a user in Sugar allows you to access and view the same modules/settings as the user&#39;s actual account without having to obtain their login credentials. So, if your instance is <a title="SugarIdentity Guide: SugarIdentity-enabled" href="https://support.sugarcrm.com/documentation/sugaridentity/sugaridentity_guide/#Determining_if_Your_Instance_Uses_SugarIdentity" rel="noopener noreferrer" target="_blank">SugarIdentity-enabled</a>, be sure to check out and utilize this useful tool!</p> <p><span>Here are some common use cases for user impersonation:</span></p> <ul> <li>Reproducing or troubleshooting a user-reported issue directly from the user&#39;s account.</li> <li>Previewing a new user&#39;s account to ensure that it is set up correctly before the user first logs in to Sugar.&nbsp;&nbsp;</li> <li>Previewing a user&#39;s account after assigning new teams and roles to ensure that the proper permissions and restrictions are in place.&nbsp;</li> <li>Creating and/or configuring dashboards for users directly in their account.&nbsp;</li> <li>Performing any necessary tests or validating user interface changes in the user&#39;s account.</li> </ul> <p><img style="max-height:122px;max-width:664px;" height="122" src="/resized-image/__size/1328x244/__key/communityserver-wikis-components-files/00-00-00-00-35/SugarIdentity_5F00_ImpersonateOption.png" width="664" alt=" " /></p> <p><span>&nbsp;&nbsp;</span></p><div style="clear:both;"></div>