How to Impersonate a Contact

Christine

March 18, 2020 14:18

1. Login to your Member365 Administrator Dashboard.

2. Click the ‘Search Contacts‘ bar and enter the name of the contact to whom you would like to assign an event registration. Click their name once it appears.

3. On their contact profile, click the ‘Impersonate‘ button on the left-hand side; click ‘Continue‘ in the prompt that appears.

You cannot impersonate Contacts who do not have Member Portal Access. Therefore, if a Contact does not have Member Portal Access, the ‘Impersonate’ button will not display on their Contact Record.

If you do not see the ‘Impersonate’ link, the first step would be to verify with your other Administrators whether or not the Client in question is supposed to have Portal Access. If they are, then follow this Knowledge Base article to fix their permissions: you will then be able to impersonate the Contact!

Returning to the Administrator Dashboard

When impersonating a Contact, you will see a ‘Return to CRM’ link at the top of the page. Click it to return to your Administrator Dashboard.

Congratulations, you now know how to impersonate a Contact!