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How to Log In as Another Member

Assuming you have account administration rights, use this tip to log into any account as though you were the user themselves.


1. Access the Members List

First, ensure you are logged in as an Account Owner, Admin, or Editor.

  1. Click your Profile Image in the top right corner.

  2. Select Settings.

  3. In the left-hand menu, click Company and then select Members.


2. Login as a Member

Locate the specific team member you wish to impersonate from the user list.

  1. Under the Actions column for that member, click the Login as Member button.

  2. You will now see exactly what that user sees based on their specific permissions and assigned systems.


3. Verify Permissions

Use this view to troubleshoot or check access levels:

  1. Readers: Can typically only see content they are specifically assigned to.

  2. Editors/Admins: Have broader access to edit or manage content.

  3. If a member (like a Reader) has no assigned systems, they may only see the default system templates.


4. Return to Your Account

Once you have finished checking the member’s view, you need to switch back to your own profile.

  1. Click the Member’s Profile Image in the top right corner.

  2. Select Back to Company Owner to return to your normal view and permissions.