How to Enable Login As Employee

How to Enable Login As Employee


Purpose

This guide will provide the steps to enable the feature to allow admins to log in as an employee to see their view. It will also walk through the admin steps on how to login as the employee once the access is enabled.

How to Enable Login as Employee For Admins

  1. Navigate to Settings > Global Setup > Company Setup.
  2. Select the "Login Config" tab.
  3. Locate the "Login As Employee" window.  If you do not see this option, select "Edit Tabs" and add the "Login As Employee"  window.


  1. Enable the checkbox next to Enable Login as Employee and add a selected Admin.

How to Login As Employee After the Access is Enabled

1. Navigate to Employee Information report by selecting the Team icon > My Team > Employee Information.

2. Add the column "Button: Login As Employee."




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