To create a Role to Impersonate a User, you will need to Clone the Platform Manager Role.
  1. From the drop-down menu in the upper, right-hand corner, select Core.
  2. Click Users/Access > Profile.
  3. Click Manage Roles
  4. Click Add.
  5. Enter a Role Name for the new role.
  6. Select the Radio button next to Platform Manager, click Next
  7. Mark the checkbox next to Impersonate User, click Next.
  8. To add members to the role, search for each user by selecting any combination of the following criteria in the "Enter Search Criteria" box:
  • Role: Select from any of the Active roles listed.
  • Grad Year: Choose a specific Grad Year or search using All.
  • Search In: Choose from Last Name, First Name, Email, Maiden Name, Business Name, User ID, Host ID.
  1. Click the right arrows (>>) to add the user(s).
  2. Click Save & Exit.
Note: The user must log out and back in to see the changes reflected. Users who are Platform Managers or a clone of a Platform Manager cannot impersonate any user that has a Platform Manager Role or a cloned Platform Manager Role.