As an administrator, you have the capability to log in as users, allowing you to assist with their registrations and submit payments on their behalf
- Log into the Playbook Back End of your website
- Search for the user you'd like to log in as. You can search by their email, first/last name, or invoice number
- Once you've found the user, click on their profile to open their User Card
- In the top right corner, click on the icon of a person with a check mark (as shown in the red box above)
- You'll be redirected to the front-end login page
- Use your administrator credentials to log in
- You will now have full access to the selected user’s account, allowing you to explore their dashboard and perform actions like making payments on their behalf
Pro Tip:
To make the most of the "Login as User" feature, right-click the icon and select "Open Link In Incognito Window." This keeps your admin account logged in on the current tab, allowing you to seamlessly handle your tasks while navigating both accounts.
Learn more what an Admin can do:
- How Do I Pay as a Customer: https://knowledge.callplaybook.com/en/how-do-i-pay-as-a-customer