Preview a User

Administrators can easily preview how the Konvert™ portal will appear to any other user. This tool is valuable when checking to ensure the proper permissions and/or assignments have been made.

In this article, we will explain:

  • How to access the Users page
  • How to Preview any User
  • How to exit Preview Mode

ACCESS THE USERS PAGE

To access the Users page (Fig. 2), click the drop-down menu in the top-left corner of the page and select the Users link (Fig. 1).

Figure 1. The Users link

users_page.png

Figure 2. The Users page

PREVIEW A USER

From the Users page (Fig. 2), click any user's name to view their profile (Fig. 3).

Figure 3. A User profile, including the Preview User button (top right)

From any User profile, click the Preview User button near the top-right corner. Once in Preview Mode, a red bar will appear at the top of the browser window (Fig. 4) showing your user name and the user name that you are previewing. The red bar will be displayed until you exit Preview Mode.

Figure 4. The Preview Mode red bar, including the Stop Preview button (right)

EXIT PREVIEW MODE

To exit the Preview Mode, click the Stop Preview button on the right side of the preview bar (Fig. 4).