At times, it may be necessary to log into a customer's account as the Account Owner to make changes at the account level, such as adding Users and managing account settings.
PERMISSIONS: Only advisors with the following permissions can Impersonate Account Owners:
- Administrators
- Fleet Agents or Sales Reps with Accounts Impersonations View permission (to view Accounts as the Account Owner)
- Fleet Agents or Sales Reps with Accounts Impersonations Manage permission (to make changes to Accounts as the Account Owner)
See Fleet Advisor Hub - Roles & Permissions for more information.
To impersonate a Customer Account:
- Click Accounts in the Sidebar Navigation
- Use search or filters to locate the account
- Click the Impersonate Account Owner button
TIP: You can also find the Impersonate Account Owner button on the Account Details page after clicking on an account in the Accounts Index.
- You are now signed into the customer account as the Account Owner.
You'll see a banner at the top of your browser window indicating that you are currently logged in as a Partner Admin User.
When you've finished your work in the account, click the Log Out and Go Back button in the banner to return to the Fleet Advisor Hub.
