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BlakeCo
Level 2
July 27, 2020
New

"Log In As User" Advanced Features

  • July 27, 2020
  • 6 replies
  • 1316 views

As an Admin, the "Log In As User" function (in the Setup section) is probably my most used feature--yet it's so buried, it's not as useful as it could be.


A few ideas that I'd love Workfront to implement to make this well-loved feature even more useful:

  • Ability to "Pin" the "Log in as" to the top navigation bar (in the New Experience)
  • Ability to easily switch between users (so you don't have to log out of one user, go back into Setup and then log in as a new user)--I'd envision a button right next to the orange "Log Out" box that says "Switch User"
  • Log in as 2 users at once (to get side-by-side views of each user and troubleshoot potential problems)

    6 replies

    D
    DavePa1
    Level 2
    July 27, 2020

    I pinned Setup to the bar. But I agree being able to pin items from the Setup menu would be convenient.

    MarkWilsonCNC
    MarkWilsonCNC
    Level 2
    April 30, 2021

    I also found that pinning setup to the navigation bar was helpful. Would like to see the option on the user profile menu with edit and deactivate functions. Would also be nice to have the option in the User management view.


    M
    MarlaDr
    Level 4
    May 28, 2021

    I would LOVE this features. Specially the one where you don't have to go back out to set up and back to log in as, if switching between several people. I also like the idea of logging in as 2 different user at once.

    BenJossie
    BenJossie
    July 22, 2021

    These would be excellent features. I also agree with Mark that the Log In As feature should be available from the action menu on a user's profile.

    TamBou
    TamBou
    Level 5
    August 14, 2021

    I've done the first bullet point and use it quite a lot. Would also use the other two options if/once available.


    Another option would be a "view as" option when building/testing reports and dashboard. Maybe a drop down for user, role, team, group, layout (and/or typeahead field) without having to log in as that user. (Psst would also love to be able to preview reports and dashboards before saving them thereby reducing some repetitive steps - "am visual").

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    May 19, 2023

    To add to this - I want to be able to 'log in as' a whole team, not just one or a couple users. This will save me so much time when I'm trying to log in as ppl in a whole team to change their filters/views/pins/etc.

    If this helped you, please mark correct to help others : )
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