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Overview
The Impersonate a User tool serves as allows a purpose Club to imitate any user at the club; staff or (more commonly) member. When you use using this function feature, you can view statements, sign up for events, update a profile as that member 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 logged in their account. Clubessential would have to set the settings for this function. Most clubs have their admins use this tool.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 highlights from a training Webinar given on Impersonating a Member.
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Before Using Impersonate Member
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Ensure to use great care when utilizing the Impersonate a User tool you must be very careful with this feature. By impersonating them a user, you are able to access their information. Make sure you get approval to make any final changes with the member.
Since the system views you are as that member , make sure you do not make when impersonating them, ensure to gain approval from the Member prior to making any changes to their account, sign or signing up for reservations, etc. without their approval. For example, if you impersonate a member (as a test) to sign up for a reservation that has an associated cost and forget to cancel their reservation, the member will be could become upset, and the Club could potentially be experience a loss of future business at the club.
Accessing the Tool
Impersonate User may be set up for Admins only or Admins and Editors based on your club's needs. Admins can only request that this feature be enabled to Editor use.
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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
By being able to impersonate members Using the impersonate member tool, you are able to access the site as them another user without having to log in as them. This is especially useful when helping a member is having troubleshoot an issue with the website to try and replicate the issuethey 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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