“Switch To” Feature
“Switch To” Feature
The “Switch-To” feature allows for a user with a higher clearance to switch into another user with less permission’s point-of-view. For instance, an Admin can switch into a client, staff member, or other Admin for testing/administrative purposes.
Switching to Another User
Navigate to the management section of the user Menu>(Staff MGMT, Client MGMT, etc.).
Select the Switch To icon located towards the far-right of the user’s profile.
Note: You know you are in the POV of a different user when you see the Switch Back function on the bottom-left of your screen.
Switching Back to the Original User
To switch back to the original user, simply select the Switch Back function on the bottom-left of your screen (shown above).
Things to Consider
The switch-to feature only allows users with higher clearance to switch into the POV of a user with less permissions. A caregiver cannot switch into an accountant’s profile, for example.
If you switch into a profile in one tab, you will need to reload other tabs that are open to have the new POV you switched to. Any attempts at making changes before reloading may disallow you from making them after you have switched to a lower clearance user in a different tab.
Need Assistance?
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