The View As feature provides you with the ability to view the CRM system in exactly the same way as it would appear to a specific user.
By using the View As feature many functions can be performed faster and in a more efficient manner. For example:
- Administrators can answer users’ usability questions quicker without having to reset user passwords
- Operations can provide better & faster customer support by viewing a site from the merchant’s perspective
- Sales managers can quickly diagnose issues with lead and merchant views for their agents
- Financial managers can verify that sales reps are being paid correctly from their perspective
Switching Your Views
To switch to a different user’s view, click on your username in the top right corner and select the View As option:
The 'View System As' bar now appears on top of the page as shown in the below screenshot:
Use the dropdown menu in the bar to select a user whose view you would like to switch to.
When you click on the menu, a list of active users is shown whose views you are allowed to switch over to.
To find a specific user, begin typing the user's name and the menu automatically displays the matching results:
After you’ve found and selected your user, the system will refresh and begin to show the exact same interface and data that the selected user is also seeing.
The View As bar now changes to indicate that you are currently viewing the system as the selected user:
When you are ready to return to your own system view, click on the Exit View As link on the right of the bar and you will be taken back to your homepage.
The "View As" Permissions
In order to enable users to use the "View As" feature, you will need to provide them with the appropriate permissions on the User Classes page.
Navigate to Users & Groups > User Classes in the administration menu and click on the Permissions button for the user class that you wish to edit:
Now expand the User Management accordion, locate the View As Another User option, and select the checkbox to the right of that option (either in the Advanced or the Administrator column—Basic users are not able to access this feature):
Having selected the View As Another User option, you now also need to select one of the three radio-button options directly above it:
These three options control the different ranges of access that a particular user is able to navigate to using the View As feature.
Here is a description of each option:
- User Accounts – Add and edit users that are configured to report to them
- User Accounts – Group: Add and edit all users within the user’s group except Administrator-type users
- User Accounts – All: Add and edit system-wide users of any class except Administrator-type users