Before Using Impersonate Member

Ensure to use great care when utilizing the Impersonate a User tool. By impersonating 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

as that member

when impersonating them, ensure to gain approval from the Member prior to making any changes to their account,

or signing up for reservations, etc

. 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

could become upset, and the Club could potentially

experience a loss of future business

.

Impersonating a User

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. 

To access

the Impersonate User Tool, follow the steps below depending on your access role.

1. If you are an admin at the club, hover over the Clubessential tab on the top right side of the site and

1. click Impersonate User. This will launch

1. the Impersonate User pop up where you

1. may scroll or use the search box to find the member to impersonate.

1. Click the member name to

1. begin impersonating.

2. Alternately,

1.  Admins may navigate to

1. the Member Directory

1. and click on the member profile they wish

1. to impersonate. Click the Impersonate User button located at the top right of

1. the member profile.

2. If Impersonate User is enabled for Editors, they may follow these steps:

1.  navigate to the Member Directory and click on the member profile they wish to impersonate. Click the Impersonate User button located at the top right of

1. the member profile.

2. Once you

1. are impersonating the member, you will notice the "Impersonating Member Name X"

1.  in the Admin Bar.

Accessing Member Profiles to Make Changes

1. To make changes while impersonating, just impersonate the member and click on My Profile.

2. You can make the changes such as having certain fields be visible to the directory, update email and names, etc.

1.  
   If you look at the Profile Update report you will see the changes being made as that member, not the staff member impersonating the member.

How to Stop Impersonating

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.