What does the Masquerade Tool do?

To begin, click on the "Admin" dropdown option

We're going to want to see the list of users so let's go into 1"User Management"

For this example, we will be using the Data Entry account

Once within the profile, click on "ACTIONS"

Let's go ahead and select "Masquerade"

As you can see, we are now masquerading he data entry account. The data entry account has limited access to modules as we can see below.

Let's go ahead and see what the data entry account sees in the Contact module.

Let's view the whole list of contacts

We're going to click on "Calvin Ramos" and see what information is presented to this account

As you can see, the data entry account has very limited access to personal information. The Masquerade tool can be very helpful when trying to identify what accounts can see. To exit the masquerade view, simply click on the return arrow next to "CREATE"

What does the Masquerade Tool do?

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What does the Masquerade Tool do?
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What does the Masquerade Tool do?