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    How to assume as a user

    Admin users can assume a user account to verify what the user can access and to confirm that setup is correct before sending the welcome email.

    How to assume as a user:

    1. Log in using Admin credentials.

    1. Open Setup | Users.

    1. Select the down arrow next to the user account and choose Assume as this user.

    1. Verify access, especially dashboards and reporting.

    1. Exit the assumed session using the crossed-out profile icon next to the username in the top menu.

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    7PM

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    7PM

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    7PM

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