How can super users proxy all the users in

Category: General

SuperUsers can proxy all the users in the firm by a simple option provided in the User Management of

Why this feature?

By enabling the toggle present in the Profit Access Information the SuperUsers can switch over to all other user accounts in the organization.

Step 1

Navigate to Settings → User Management and locate the user for whom you want to proxy all the users.

Click on the Edit icon of the super user that you want to proxy for all users.

Step 2

In the Update User page, under Profit Access Information, enable the toggle User can proxy for all users and click Update.

Step 3

Navigate to the user profile icon and click on the switch user to see all the users in the firm proxy as many users as required.

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To learn more about the user roles in, click here.

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