Proxy in as a specific user
I would love to see functionality in the portal so that we as site admins are able to proxy in as a specific user (whether it be a grantee/donor/fund advisor) to see what they see or are experiencing. Or to be able to function as that user to do a specific task within the portal.
Kelly Martinka
shared this idea
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Henry Kurusz
commented
This would be an extremely useful tool for our foundation.
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Al Belluche
commented
This is an extremely important feature since staff can help a user (who may not be a frequent user of the system) get what they need to get done by giving targeted coaching. This support the concepts of trust based philanthropy. Thanks
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Austin Haynes
commented
our team currently uses this feature a lot/daily in Donor Central, is crucial for maintaining current level of customer service and workflows!
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Alison Munson
commented
This is existential with MFA!!!
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You can register as a new user and view all the roles in the portal!
Which will simulate the experience of your grantees, donors, fund advisors etc. However, you will not be able to see information pertaining to a specific fund advisor or grantee.
