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Overview
The Impersonate a User tool allows a Club to imitate any user at the club; staff or (more commonly) member. When using this feature, you can view statements, sign up for events, update a profile as that individual without having to use their login credentials. This feature enables Clubs to improve their Member experience by providing the best troubleshooting and/or assistance to them when a question or issues arises. Clubessential needs to enable this feature for a Club to utilize it. The Club can determine whether they would like Admins and/or Editors to have use of the tool. Use Case(s) Clubs can use this tool and essentially be the member they are impersonating while still being logged in as themselves. For instance, Mr. Smith called the Club with an issue that he was not sure whether or not his dining reservation went through the system. The Club Admin could impersonate Mr. Smith and verify what he is seeing in the system, to help troubleshoot the issue. |
Video
This video contains an overview of Impersonating a Member.
Note: Sections of the video have been referenced below with corresponding times in the video for ease of access
| Total Video (Length) | 4:10 |
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| Accessing the Tool | 0:48 |
| Editing Member Profile | 3:04 | ||
| Tool Overview | 1:33 |
| How to Stop Impersonating a Member | 3:46 | |||
| Accessing Member Reservations | 2:25 |
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Content
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Before Using Impersonate Member
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When you Impersonate a member you will see a name of the impersonated member in red with an X next to their name. To stop impersonating and go back to your credentials, just click on the red X.
FAQs
Q: Why is this tool needed?
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