Impersonating a customer or consumer user as a CSR

  1. Log in to the site of the user that you intend to impersonate.
  2. Select My Account > Impersonate User.
  3. On the User Impersonation widget, browse the users or use the search bar and search filter to find the user that you intend to impersonate.
  4. Click the radio button on the left side of the row of the user you intend to impersonate.
  5. Click Impersonate User.
    You are logged in as your selected user after clicking Impersonate User. Below the header, a banner is displayed stating that you are are viewing the website as your impersonated user with a Stop Impersonating link.
  6. Perform the actions that the user has requested you to perform on behalf of them.
  7. After all requests from the user are fulfilled, click the Stop Impersonating link displayed on the banner to stop impersonating the user.