Switch users in the demo
Workflow 02 · Switch users · Switch back · Audit
In the demo one account, the Switcher, can step into any of the sample people and see exactly what they see, without a password for each.
The Switcher can do nothing else, every switch is recorded, and on a live system the switch is turned off.
- The demo's Switcher account
- Switch turned on (demo only)
Sign in as the Switcher: you start on "Switch user"
Switcher
1Step 1 of 13 · workflow step 01
- Switch user
- Every active account
The Administrator starts here too. The list holds every active account except the administrator and other switchers.
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- Show no list at all when the switch is turned off, or on a live system
You are in Priya's back office, with her menus and nothing more
Office Administrator
5Step 5 of 13 · workflow step 03
- Their start page
- Their menus only
You start on her Enquiry pipeline. You cannot switch again from here: switching back comes first.
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- Record the switch in the audit log under the Switcher's own name, with the person switched into
- Refuse a switch link without its valid token
Every switch and switch back is in the audit, under the Switcher's own name
Franchise Owner
13Step 13 of 13 · workflow step 07
- Reports, Audit
- Switched into
A switch into a franchise account is recorded in that franchise's audit, which its Franchise Owner reads under Reports, "Audit".
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- Keep the switch turned off on a live system: the demo accounts, the Switcher and the administrator's password are reviewed before go-live
Back as the Switcher; every switch recorded