Login As Employee

Enable Login As Employee capabilities for users in a company.

1. From the Company Setup page, in the Login As Employee section, select the Enable Login As Employee checkbox.
   The Admin employee lookup field appears.

   Note The Login As Employee section may need to be added using Edit Tabs.
2. In the Admin employee lookup field, select the Select Employees icon.
3. From the Employee Filters window, select the employee or group of employees to gain access to login as an employee and select Use Filter.
4. Select Save.

Enable permissions for a user to log in as an employee in their Security Profile.

1. From the Company Security Profiles page, select the View/Edit Security Profile icon for the Security Profile.
2. From the Edit Security Profile page, in the Security Items section, select the Global tab.
3. In the Company Setup section, select the View checkbox for Login As Employee.
   You can also select the Edit checkbox to allow changes once the the user logs in as an employee.
4. Select Save.

With the correct configuration, a user can log in as a specific employee from the Employee Information page. They can also use any Quicklinks pop up for the employee.