Skip to main content

Enable and Use Emulation Mode

Updated

Emulation Mode lets designated roles access another user's SmartSimple portal without logging in with that user's credentials.

Who: Emulation Mode is for any role given access.

When to Use Emulation Mode

Use Emulation Mode to:

  • Gain limited access to another user's portal without requiring the login credentials for that user.
  • View another user's portal and modify information on their behalf.
NOTE  If a user needs to access another user's portal for an extended period of time, they should use the Delegation functionality.

↑ Back to top

Enable Emulation Mode

To permission what roles have access to Emulation Mode:

  1. Click the System Administration gear in the upper navigation bar, and then select Global Settings from the drop-down menu.
  2. Click the Security tab, locate the Business Security section, and then click System Feature Permissions.
  3. Click the Features tab, locate the relevant Emulation mode setting, and select the roles from the drop-down menu.
    • Enable Emulation Mode - View & Edit: Grants access to Emulation Mode, including the ability to make edits while emulating another user.
    • Enable Emulation Mode - View Only: Grants access to Emulation Mode without the ability to make edits while emulating another user. 
    • Enable Emulation of Roles: Determines the roles that can be emulated.
NOTE  If a user is assigned to both the View Only and View & Edit role lists, that user will have View Only access.
  1. Click Save.

↑ Back to top

Use Emulation Mode

Emulation Mode is only available when the user being emulated is a basic user. It is not available for global administrators.

To use Emulation Mode:

  1. Navigate to the profile of the user you want to emulate.
  2. Click Actions and select Emulate User from the drop-down menu.
    • The user's portal opens. A banner at the top of the portal indicates that you are viewing the system as that user.
  3. To exit Emulation Mode, click the User Menu at the top of the portal, and then select End User Emulation.
    • You are returned to your personal view of the system.
NOTE  To test multiple roles at the same time, use different browsers. For example, log in as a System Administrator in Chrome and as an Applicant in Firefox.
NOTE  User browser information is viewable in the user's profile under Options, then Login Details. This shows the browser used at last login for troubleshooting purposes and does not display the user's password.

↑ Back to top

Helpful Links