UWU Demo 5 MX - Impersonating A Different User

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MX - Impersonating a Different User

When testing in the UWU Member or Employer portal, it's possible that an MX Admin
user might want to sign into the site as a different Member. Because passwords in the
back office are encrypted it is not possible for the Admin user to see the password
associated with the selected member's username. Without both pieces of information
it is not possible to sign into the Portal in the normal manner. Impersonation
provides a workaround by eliminating the need to know the user's password.

Navigate to
1 https://uwuuatmxemp.ptassoc.com/Security/Sign-In?returnurl=%2f

Enter Credentials for a Member that has an existing "Administrators" Contact Web
2 Role and sign into the Member or Employer Portal. (the Employer Portal is
shown in this document)

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Note that after signing into the Employer Portal as a user with an "Administrators"
3 Contact Web Role each web part has a gear icon with the name of the web part in
which it is contained. You can see the configuration gears for the "Global - MX
Find" web part and the "Account - Company Information" web part in the
screenshot below.

Clicking the gear icon in the upper right side of the page will open the Global
4 Settings popup window.

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5 Click the "Username" field.

Open the back office and select the Member that you want to "Impersonate".
6 locate their "Web Login Name" in the bottom right 'Demographics" section of the
Member form and Note or copy it to the clipboard.

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Return to the MX Portal and enter the Username from the Member record that
7 was just opened and click the blue "Impersonate" button directly below the
Username field. Note that you don't need to know the password for this user. That
is the entire point of 'Impersonation".

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After clicking the "Impersonate" button in the Global Settings popup window, the
8 window will close returning the user to the underlying page. Note that the signed
in user is no longer the original user with the "Administrators" contact web role.
Instead the signed in user now reflects the name of the Member whose
Username was entered for Impersonation.

Note that the impersonated user does not have an Administrators Contact Web
9 Role and they cannot see the configuration gear for any web part.

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If the MX Admin User wants to have "Administrator privileges" for the user they
10 are impersonating, they can click a slider bar to the right of the Username field
named Force admin role at the time they are filling out the form to Impersonate.
Doing so will expose the Web Part and Global Settings configuration gears.

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