This workflow explains how to simulate the platform as a specific user. This feature allows you to view and interact with the system exactly as the selected user would. It is especially useful for testing whether the correct button collection, client portal, appearance, and other settings are being displayed.
By impersonating a user, you can ensure that their experience matches what has been configured for their role or group. This is a valuable tool for troubleshooting and validating user-specific setups.
Step 1
Deactivate and reactivate the agent using the activation code for the client the user belongs to:
Step 2
Step 3
Finally, refresh the application to ensure the new user authentication is applied.
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