How do I log in (proxy in) as another user?

Administrators have the ability to log in (proxy in) as any user in the system via Users in the navigation menu listed under Search, the Organization Summary page or the Request Summary Page. This does not require knowing the user's credentials. This allows administrators the ability to submit forms and evaluations for the user they are logged in as. This also proves helpful when attempting to help other users troubleshoot the system. There are multiple ways to log in as other users:

To log in from the Users page:

  1. Click Search in the navigation menu at the top of the page, and then select Users.
  2. Choose the role your contact is registered under (e.g. Applicant, Board Member, Staff Evaluator..etc.) and click SearchYou may narrow your list down by entering a first and last name before searching.
  3. This presents a list of all users that meet your search criteria.
  4. From the list, click on the user's email address (under the heading Login) to login as that user. 
  5. You will receive a pop-up message informing you that you are about to be logged in as the user. Click OK
  6. You are now logged in as the other User and should automatically land on their Dashboard. 
    • To get back to your administrator dashboard, you must return to the login page and use your login credentials. 

To log in from the Organization Summary page:

  1. Click on Search in the navigation menu at the top of the page, and then select Organizations.
  2. Enter the Organization Name and click SearchYou may narrow your list down by entering the Tax ID, City, or State before searching.
  3. This presents a list of all organizations that meet your search criteria.
  4. From the list click on the applicable Organization Name.
  5. In the Contacts tab, click on the user's email address.
  6. You will receive a pop-up message informing you that you are about to be logged in as the user. Click OK.
  7. You are now logged in as the other User and should automatically land on their Dashboard. 
    • To get back to your administrator dashboard, you must return to the login page and use your login credentials. 







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