Assuming the Role of Users

Sarah Paterson -

Assuming the role of a user in your site is a very useful tool when it comes to testing and troubleshooting different sections of your site.

The purpose of assuming the role of a user is twofold. First, it allows you to test your site including testing the different visibility of users based on groups they are associated with. This can be helpful in determining each user has access to the right tasks based on their role and activity on the site. Secondly, it allows you to troubleshoot errors that a user may report to you as an administrator to determine if the issue lies with the user or with the build of the site.

 

Listed below are a few of the different ways in which you can assume the role of users in the site through various sections of the site.  

Assuming a Users role through Manage Users

  1. Go to Manage your site
  2. Go to Manage Users
  3. Beside the user you need to assume the role of click on the Icon in the Assume Role column

 

Assuming a Users role through the Users Profile

  1. Go to Manage your site
  2. Go to Manage Users
  3. Click on the Image underneath the Profile column
  4. In the top right corner click on the Assume Role button

 

Assuming an applicants Role through the submission

There are two ways to first access in the submission as an administrator

The first option is:

  1. Go to Manage your site
  2. Go to Manage Users
  3. Under the Submission column of the user click on the submission you wish to view
  4. When in the Submission click on Submissions at the top of the page and in the dropdown click Assume Role

 The second option follows similar steps however is done by accessing the submission through Manage Submissions.

  1. Go to Manage your site
  2. Go to Manage Submissions
  3. Under the Title column click on the submission you wish to view
  4. When in the Submission click on Submissions at the top of the page and in the dropdown click Assume Role

 

Assuming the Role of an Admin through Manage Admins

  1. Go to Manage your site
  2. Go to Manage Admins
  3. Click on the Person icon under the Assume Role column of the admin you wish to assume the role of.

 

Returning to your Administrative Access

Once you are done assuming the role of the User you will need to return to your administrative access of the site. Other wise if you try to access administrative tools you may receive an error page as the site currently recognizes you as having that user’s permissions. To exit the Assume Role feature:

  1. Click on the Return to Admin button in the top left side of the screen.

 

Examples

In order to provide more insight into this feature, below are a few examples of why you might assume the role of a user. 

Assuming the role of a Test Applicant: complete tasks to ensure that a submission moves throughout the workflow, associated triggers fire, confirmation emails send, etc.

Assuming the role of an Applicant: see the application process from the view of an applicant - which tasks are available to the user, submission activity, the user's profile details, active submissions, etc.

Assuming the role of a Reviewer: confirm that assignments are appearing for the reviewer in their review portal, monitor progress and completion of assignments, etc. 

Assuming the role of an Administrator: confirm that all necessary permissions are enabled for administrators on the site to complete required administrative duties. This is related to enabling administrator roles and granting specific permissions to particular users.

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