I have been making users and group with specific rights but there is no good way to test access functionality. It would be great if there was a way for the admin/owner to be able to assume a user and see what they would see when they login. I do not want rights to be able to actually do anything as them, just navigate to make sure they have proper access to the ITSM apps and the correct clients.
Hi @alphatecsd
Currently there is no such feature in C1’s Role Management system. With the current implementation, you can simply add a new Staff and assign it the same (customized) Role that you want to test. After which, you log in as the new Staff on another browser instance and test the permissions, access scope, etc. The newly-added Staff will be flexible as you can easily change its Role assignment as needed to test any changes you make with a (customized) Role.
Something of note I would like to add when changing Roles settings/assignments. Make sure to re-log in the affected staff/user to make sure you see the changes take effect.
Why cant you just logon as that user ?? Create a test user in each group then you will see exactly what your users will see…
I wish it were that simple. I tried that many times. It worked sometimes but not always, especially when ising it to test a “broken” user.
I did not want to have to write this whole thing out in the feature request but maybe this will answer your question as to “why can’t you just…”
I cannot login as that user if I do not have their password. Changing user passwords required access to their email which I do not have due to some clients regulation requirement of confidentiality and access control.
As far as creating a test account, I have been having issues with test accounts not behaving as intended if I have changed them a lot to match different users; it is almost like the account is holding on to previous roles though they are not showing as a memeber of those roles. Also sometimes the test works but the user in questiin still does not.
I have been having multiple techs that are only in the same roles and groups say they are seeing different clients and different rights. I they have sent me screenshots showing this. When I had support look at it, I had to delete all the accounts and start over.
One of them is now having the wrong screens show again but I was unable to reach him when I had support on the line to show them the issue. If I could assume the user, I could have shown support the issue.
Hello @alphatecsd,
We appreciate for providing us your suggestion for the feature “Ability for Admin/Owner to Assume a user to See What They See”. Your input is important to us as it will help to improve the usefulness of C1 for the entire users’ community. We have submitted your request to our product team where they will review it and determine where it will fit best on the product road-map. You can expect to hear back in less than 10 business days with a time-frame for the planned implementation. Thank you
I edited my post above and added the following:
Something of note I would like to add when changing Roles settings/assignments. Make sure to re-log in the affected staff/user to make sure you see the changes take effect.
I do have them re-log and can still have the issues as described. Also the user I am talking about is not users that are created under Management/Staff but those under the individual clients. A couple have an on-site “tech” that needs some access but I do not want them in the regular ITSM portal as a whole.
Hi @alphatecsd
We will add the above detail you shared with us to the feature request that was created for your suggestion. Thank you.
Hi @alphatecsd ,
Thank you for your suggestion for giving admin a preview mode to see how the user will see the system. That would give a quick method to see the configuration changes in action. We are putting it in our roadmap.
But apart from that you seem to have problems on the role management system itself. If you could just provide more information and examples on wrong behavior of the system we can address that possible issues.
@Rick_C @Samuel_C could you please follow this up and provide guidance, if there is an issue in the system we will fix it in the first place.
Best Regards
AhmetEnes
ITSM Product Management