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changing_roles [2010/04/06 03:19]
vlad
changing_roles [2019/06/12 18:53] (current)
brittany
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-====== ​Changing roles between admin and agent ======+====== ​Owner/Admin logging into an agent's account ​======
  
-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 **Users** tab, and click on an agent in the list and click the **Login As User** button ​on the right to log in as that agent. ​
  
-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.+{{::​loggingin.jpg?​700|}} 
 + 
 +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 **Return to Admin** link at the very top of every page. 
 + 
 +{{::​logginbackin.jpg?​700|}}
changing_roles.1270523984.txt.gz · Last modified: 2010/04/06 03:19 by vlad