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Holistics Documentation

Welcome to the Holistics Documentation page. You'll find comprehensive guides and documentation to help you start working with Holistics as quickly as possible, as well as support if you get stuck. Let's jump right in!

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View and Edit as other 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.

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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.

Updated 8 months ago

View and Edit as other users


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