How can I activate this function?
The function is available for all users who are assigned the "User management" permission. They can then imitate all users that are visible to them at their authorisation level.
How to use this function
In the User screen, select the stick figure symbol in the table view.
At this point it is possible to see the portal exactly as the chosen user sees it. The figure on the top right corner of the screen, by the email address of the chosen user, indicates that the view is being imitated by a different account. In this screen it is possible to do everything that this user can do with the permissions that have been assigned to them. In order to stop imitating, simply click the figure on the upper right side.
Every change made to an invoice within this screen is documented. Making clear that it was you, not the imitated user, who made the change.
