Allow to view as user with specific permissions / roles

Allow admin to view as user with set specific permissions / roles so that staff can verify that the user has the correct access without having them log in to verify.

  • Philippa Maples
  • Aug 10 2026
  • Reviewed: Voting Open
Security
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  • Mary Oliver commented
    13 Aug 15:11

    I was a Salesforce admin at a previous institution and this was one of the best features to ensure that user accounts were set up correctly. I was very disappointed that it was not available in RE NXT.

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  • Angela Pizzolato commented
    11 Aug 20:03

    This would be so helpful also for troubleshooting issues and trying to recreate problems. As advancement services, I usually work with suppot on behalf of users given the complexity of information that can be required.

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