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Impersonation mode as Admin (View and Edit as other users)

Note

Admins are unable to impersonate other admin users.

As an Admin, you may need to impersonate other users on various occasions, for examples:

  • When you want to check you have correctly implemented some permission controls.
  • When you cannot reproduce a reporting problem that your end-user was facing.

The Impersonating feature can help you do just that. If you have an Admin account, when clicking on the top-right menu -> View and Edit as... you will see a list of users that you can impersonate:

Select a user, and you will be able to view Holistics reports/dashboards as if you are that user.

Note

This feature only works for Admin accounts. Other accounts when clicking on the View and Edit as... menu will not see any other users to be impersonated.

Impersonation mode as Analyst

If an Analyst uses Impersonation mode to impersonate other users, the resources they can access are limited to what their original account is allowed to.

For example, if Analyst A is unable to access report ABC, and they impersonate Explorer B who can access that report, analyst A would not see report ABC.






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