1. Visit your Users page
Visit the Users page here: https://yourportalname.campusesp.com/admin/users. You can also get here by clicking on the Users icon on the lefthand side.
2. Search for a user by typing in their name or email address
Use the search bar at the top of the page to search for a user. When you find who you're looking for, click on their name or email.
3. Click the green "Impersonate User" button
Once you click the Impersonate User button, you will be brought to the home screen of the portal from that user's point of view.
IMPORTANT: Any action that you make while impersonating a user will be made on that user's behalf. You have full control of their account, which means please use caution!
4. When you are done troubleshooting, click the link in the red bar to stop impersonating the user
Troubleshooting Examples:
1. User asks to unsubscribe from emails
If a user asks to unsubscribe, you can click on "Edit Notification Preferences" to do this for them. You can change the dropdown for receiving Newsletters to "Never" and uncheck the box that says "Send me an email if I receive a new announcement." Don't forget to click Save Preference.
2. User cannot post a comment
If a user is having trouble posting a comment, you can impersonate them to see if they have confirmed their email address yet. A user must confirm their email address before posting a comment.
3. For FERPA customers: A user has a question about their student's records
If a user has questions about their student's records, you can click on the graduation cap in the top righthand corner to view that particular student's records and get the full story. You will be able to see all of the permissions that the student has granted to that user. If a certain record was not granted, the tile summary will say "Not Granted."
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