Recommendations for impersonating a user

Before impersonating a user:

• The customer or consumer users should reach out for help regarding their account specifically in placing an order. Agreement between the user and the CSR impersonating them must be established before the CSR starts impersonation.
• The CSR must access and log in to the site of the user they are impersonating. Site redirection does not work on user impersonation.
• Ensure that the released React widgets are the ones used in your site. Impersonation may not work if the Marionette widget is still used in your site.

While impersonating a user:

• The CSR can do these actions while impersonating:
  • Adding items to the cart
  • Comparing Items
  • Browsing Items
  • Selecting from the Multi-customer drop-down field
  • Checkout from the cart
  Note: Other functionality or feature could lead to unexpected behavior when done while impersonating.

• These actions are not recommended when impersonating as these may lead the CSR to lose the impersonation:
  • Manually editing the URL or removing parts on the URL
  • Using the back and forward buttons of the browser
  • Opening a new tab from the tab where you are impersonating