As an Admin, there are times where you may need to switch from your account, to one of your User (i.e: Agent) level accounts. For example, you may need to upload contacts via CSV on their behalf, or check reporting on an individual basis.
There are two ways to switch to a user account:
Switch through the user information toggle
Start by clicking on your user information (1), found at the bottom left of screen.
Once clicked, this will display other accounts that are attached to yours and available for switching.
Simply click on the account you would like to switch to and you will then be taken to that users dashboard.
Switch back by clicking the toggle again, and selecting your admin account.
The Admin account is quickly identifiable via the red ADMIN label over the thumbnail.
Your Office-Wide account can be identified via the orange OFFICE WIDE label.
Any unpaid user accounts will be labelled as such in grey, and will not be available to switch to.
Switch through the Settings menu
You can also switch to a user account through your Settings menu.
- Click on the User menu.
- Click the 3 dots to the right of the user's name.
- Select Log In.