Impersonate Another User

With the Impersonation feature, administrators can temporarily assume the account of another user to work with objects according to that user’s role and permissions. This feature is useful when admins need to test the user’s permission levels or to complete a task for users who may otherwise be unable to do so themselves. Administrators can impersonate other administrators, but they are unable to perform administrative tasks while doing so.

Impersonation Mode can also be used to identify and fix any standard form conflicts for users in multiple roles. See the Form Conflicts section for more information.

If IP authorization control is enabled on your org, your IP address will be validated against the IP allow list when activating Impersonation Mode and when disabling it. If your IP address cannot be validated, you'll be logged out. See the IP Authorization Control section for more details.
Any changes made while impersonating another user are captured in the User Audit Trail.

To impersonate another user:

  1. Click the icon in the top bar > Users in the People section.
  2. Click the Impersonate button next to the user you wish to impersonate. While in Impersonation Mode, the name of the user you're impersonating will appear in a yellow banner at the top of the page.Active Impersonation Mode.
  3. To deactivate Impersonation Mode, click Turn Off Impersonation Mode to the left of the banner.