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Switch Agent feature question

I seem to only be able to see one agent in the Support Portal when I click on "Switch Agent'. I cannot find any other agent using the Switch Agent search tool. How can I assume identities of other agents so I can see what they can and can't do? Thank you.


Best Answer

Hi Donna,


If an agent has the same role as you, or is an Account Admin/Admin, then you can’t switch to their profiles. Due to security concerns, we basically don't allow users to assume identities of agents with configurational roles (like Admin & Account Admin) who can manipulate the Admin settings.


You will only be able to impersonate the identity of agents with roles lower than yours. I hope that clarifies your query.


Regards,

Sanofar



Answer

Hi Donna,


If an agent has the same role as you, or is an Account Admin/Admin, then you can’t switch to their profiles. Due to security concerns, we basically don't allow users to assume identities of agents with configurational roles (like Admin & Account Admin) who can manipulate the Admin settings.


You will only be able to impersonate the identity of agents with roles lower than yours. I hope that clarifies your query.


Regards,

Sanofar



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