Impersonation

For Kit Types:CRM, MCA CRM (iMerchant), BPO, ERP, IVR, VoIP


Using Impersonation, users at any level above entry level will be able to view the CRM as any user below them in the BPO Kit organizational chart (to which they would normally have administrative access over). A comprehensive view of this chart is displayed and explained within this video. This tool is intended to be used by team leaders, branch managers, and administrators for purposes of direct oversight over their lower members.

 

On the top right hand corner of the CRM, there will be a button titled Impersonation. Clicking on this button will display any eligible users whom you may impersonate. Your selection will reload your CRM display with your impersonated user’s session loaded over your own. To switch back to your own user account, simply click the Cancel button.