Roles That Can Use Impersonation: Agent, Manager, Admin, Owner

Impersonation is a feature that allows users to temporarily take over other people’s accounts. Different permissions levels allow to impersonate different roles. To learn more about roles & permissions, read this article.

Table Of Contents

Who Can Impersonate Whom?
How To Impersonate Team Members
How To Impersonate Clients
Other Methods

Who Can Impersonate Whom?

	Watcher	Agent	Manager	Admin	Owner
Can impersonate Watchers	❌	✅	✅	✅	✅
Can impersonate Agents	❌	✅	✅	✅	✅
Can impersonate Managers	❌	❌	✅	✅	✅
Can impersonate Admins	❌	❌	❌	✅	✅
Can impersonate Owners	❌	❌	❌	❌	✅
Can impersonate Clients	❌	✅	✅	✅	✅

How To Impersonate Team Members

To impersonate team members:

On the left sidebar, select Workspace and choose Team from the drop-down menu (only available to Admins and Owners at the moment),
In the Team tab, find the user you want to impersonate and select the ellipsis on the far right under “Actions”,
A drop-down menu will appear with three options: Change role, Impersonate, and Deactivate. Select the “Impersonate” option.



Then, Zendo will reload and you’ll be able to see the other user’s workspace and take action.



To stop impersonation, select the “switch back” button at the top right.

How To Impersonate Clients

To impersonate clients:

Go to the Clients tab found on the left sidebar,
In the Clients tab, find the client you want to impersonate and select the ellipsis on the far right under “Actions”,
A drop-down menu will appear with three options: Change role, Impersonate, and Deactivate. Select the “Impersonate” option.



Then, Zendo will reload and you’ll be able to see your client’s workspace and take action.



To stop impersonation, select the “switch back” button at the top right.

Other Methods

You can also impersonate clients directly in Requests. Simply go to the Request of a client you want to impersonate and find the Impersonate button on the right-side panel under client's contact information.



You can also find the Impersonate button in Client's Profile. Simply go to the Clients tab, select the client you want to impersonate. In the new tab, find the Impersonate button on the right-side panel under client's contact information.

Updated on: 12/09/2024