IMPERSONATING SYSTEM USERS
Based on your role within your Brokerage Engine system, you maintain the ability to impersonate other users. This is applicable to:
- System Owners
- Admins
- Assistants
Essentially, this means you are capable of working within the system as a different User, and able to make changes and edits on their behalf.

Note that when impersonating other Users, the system Activity Log will track all changes made, and will denote whether they were made while impersonating a specific user, or not.

Notice that here, we are logged in as an Admin user.

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New Task
New Listing
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TRANSACTIONS
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System Admin
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 Click on the Magnifying Glass icon to access.

Begin typing the name of the Agent you're going to impersonate.

NOTE: Other system Users such as Admins and Assistants cannot be impersonated, as the capabilities of their roles is the same as the System Owner's.

SELECT AGENT
After typing in any portion of the Agent's name you're going to impersonate, click on their headshot to automatically begin impersonation.

IMPERSONATION VIEW
Upon impersonating another User, you'll be taken to the home screen dashboard they're accustomed to seeing, including Tasks (if applicable) they've been assigned.

NOTE that "Impersonating" will always show next to the User's name.

Again, as you impersonate, the system 'Activity Log' will track any/all changes made, and will denote that they were completed by the impersonating User.

Apps & Tools
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Search
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LISTINGS
AGENTS
LINKS
MARKETINGS
IMPERSONATING
Amy Agent
 Edit Profile
 Learn
 Exit Impersonation

EXIT IMPERSONATION
Upon completion of your impersonation, exiting is easy. Simply hover over the User's name, and scroll down to 'Exit Impersonation.'

In addition to using the Search Function to impersonate other Users, the Roster View can also be utilized.

LOCATE AGENT
Scroll to the Agent you're looking to impersonate.
Once found, click on the 'ghost' icon to begin impersonation.

EXIT IMPERSONATION
Once impersonation is complete, navigate to the User's name, and click on 'Exit Impersonation.'

While the concept of impersonation may be fairly straightforward, there are perhaps a few ideas that could prove useful as you get to know the system:
- When it comes to creating anything “new” within the system (i.e., listings, tasks, opportunities, etc.), it’s much easier to do so while impersonating the User they’ll be attached to, rather than creating each one individually and then assigning the
corresponding User/Agent.

Impersonating a User

IMPERSONATE USING THE SEARCH FUNCTION

IMPERSONATE USING THE ROSTER VIEW