View As
View As lets an admin, customer-service rep, or white-label admin operate the portal as a specific user, so they can see exactly what that person sees and resolve issues directly. Every action during the session is audit-logged with the operator's real identity attached.
Who can use it
| Role | View As |
|---|---|
| Admin | Yes — across the platform. |
| Customer Service | Yes. Partner-tied CS reps only see that partner's users. |
| White Label Admin | Yes — only patients, referrers, and white-label admins on their own partner. |
| Everyone else | No. |
How a session works
- Start a session by selecting the user you need to help.
- A persistent banner makes it obvious you're impersonating; the View As tab is hidden during the session so sessions can't nest.
- Act as that user to reproduce or resolve their issue.
- Exit from the banner to return to your own account.
Why it's safe
- Every create/update/delete during the session carries who you really are alongside the impersonated user, so the audit trail is never ambiguous.
- The banner and disabled re-entry prevent accidental or nested impersonation.
:::note Use it for support, not convenience View As exists to help a specific user with a specific problem. Because it's fully audited, treat it like any privileged action. :::