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changing_roles [2010/04/06 03:09]
vlad
changing_roles [2010/04/06 03:19] (current)
vlad
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 First, make sure you're logged in as an admin. Then, go to the **Agents** tab, and click on an agent in the list to go to the corresponding agent detail page. Click the **Login As User** button near the top right to log in as that agent. You will be taken to your chosen agent'​s //​Dashboard//,​ and your view of the entire lead manager is the same as that agent'​s. This means you will temporarily give up your admin privileges until you log back in as admin. This can be done at any time by clicking the **Log Back In As Admin** link at the very top right of every page. First, make sure you're logged in as an admin. Then, go to the **Agents** tab, and click on an agent in the list to go to the corresponding agent detail page. Click the **Login As User** button near the top right to log in as that agent. You will be taken to your chosen agent'​s //​Dashboard//,​ and your view of the entire lead manager is the same as that agent'​s. This means you will temporarily give up your admin privileges until you log back in as admin. This can be done at any time by clicking the **Log Back In As Admin** link at the very top right of every page.
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 +Alternatively,​ you can log in as an agent by clicking the **Agent Activity** tab of the [[dashboard|Dashboard]],​ then clicking one of the agents'​ names.
changing_roles.txt ยท Last modified: 2010/04/06 03:19 by vlad