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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. |
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A: You may make reservations for users by using the Impersonate User tool. Just Impersonate that member and use the tools on the website as a member would. Note: make sure you obtain permission before making any reservations or changes within a member's account.
Best Practices
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Using the impersonate member tool, you are able to access the site as another user without having to log in as them. This is especially useful when helping a member troubleshoot an issue they are having.
Impersonate User is not enabled by default for Club Admins. If this feature is not yet enabled, contact Clubessential to enable this feature for you. You may decide who may use this feature: Admins or Editors.
Once you are through Impersonating a User, be sure to click the Red X by the users name in the Admin Bar to stop impersonating that user.
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