Can a Platform Manager complete a form/application for a Parent?

Note: As of July 9, 2018, Blackbaud’s School Management solutions (which include Core, onBoard, onCampus, onMessage, and onRecord) are utilizing a new top level navigation. This primarily affects users performing administrative tasks—constituent navigation for most parents, students, faculty, and alumni will remain the same.  
We appreciate your patience as we work to update our documentation. If you are seeing this message, the content of this solution is still being vetted for possible updates. Please refer to this mapping document if you need assistance finding a task in the new navigation.

A school staff member with the Platform Manager role can log in and enter answers for an application/form for a parent of they choose. The Platform Manager role, or clone of that role, is necessary in order to impersonate a user.
When using the 'Impersonate' option, a user with the Platform Manager role can impersonate as if they were logged in as the parent. This will allow them to fill out the form with the intended information. After saving, they can then request that the parent log in and sign/submit the document.

Steps to Duplicate


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