Impersonate a User Account in Contracts Monitor

  • Updated

As a Super Administrator, you can impersonate (temporarily log in as) any registered user within your Contracts Monitor (CM) enterprise. You would do this to perform administrative tasks, such as managing a user's contracts, directly from their account.

Prerequisites

You must be assigned the Super Administrator role in Contracts Monitor (CM).

Method 1: Impersonate via Manage Users

Follow these steps to impersonate a user by locating them in the Manage Users list:

  1. On the home page, click on the Switch to Enterprise view button on the Personal Dashboard.

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  2. In the Enterprise Dashboard, under the Users heading, click Manage.

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  3. Click on the name of the user you want to impersonate from the list on the left.

  4. In the Tools box on the left, select Impersonate this user.
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Method 2: Impersonate via Manage Contracts

Follow these steps to impersonate a user by locating them through one of their contracts:

  1. On the home page, click on the Switch to Enterprise view button on the Personal Dashboard.

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  2. Under Contracts in the Enterprise Dashboard, click the blue numbered square next to Published, Not published, or Archived. 

  3. On the contract list page, find the contract owner's details on the right and click the Impersonate button associated with their account.

Results / Validation

You will know you are successfully impersonating a user when a red Impersonate Mode button appears in the top right corner of the screen.

Stop Impersonating the User

To end the impersonation session:

  1. Click on the red Impersonate Mode button in the top right corner.
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  2. Select End impersonating.

What's Next / Related

Troubleshooting

  • Issue: The Switch to Enterprise view button is missing.

    • Fix: Ensure you are logged in as a Super Administrator. If you have the correct role, contact your system administrator to check your permissions.