new
All Plans
View as Another User
The
View As
feature allows administrators to view a business workflow (solution) from the perspective of another user. This helps administrators quickly understand if they have configured the solution permissions and interface as desired.Key Highlights:
- "Viewing As" Capability:Administrators and Solution Managers can now view a business workflow (solution) from the perspective of another user, team, or role to validate permissions and configurations.
- Access Through Solution Action Menu:The feature is seamlessly integrated into the existing 'Solution Action Menu,' allowing quick access to "View As" mode.
- Comprehensive User Perspective:Displays the entire solution, including interface elements, permissions, and data, exactly as the selected user would see it.
How It Works:
- Select User Perspective:Use a searchable dropdown to select a member, team, or role to view the solution through their access level.
- Restricted Header Options:Certain global navigation options are disabled while in "Viewing As" mode to ensure an accurate representation of the user’s view.
- Smooth Transitioning:Optimized performance ensures a seamless switch between user perspectives, maintaining a consistent and reliable experience.
- Security and Permissions:Only administrators or solution managers can access this feature, with all activity logged for audit purposes.
- Exit Easily:Return to the standard view with a single click, allowing administrators to continue managing and configuring the solution efficiently.
The "Viewing As" feature provides powerful tools for administrators to ensure that solution configurations align perfectly with user permissions, enhancing both security and the overall user experience in SmartSuite.