How Do I Login As A System User?

There are many reasons to login as a user, to see how they are progressing through the system, or to coach them getting their compliance items done or documents in, or to test a reported bug or system issue with their account. To login as a system user, you will need to navigate to the Member Status Coaching CRM. The Member Coaching CRM is located under Manage Members then Member Search.

By selecting the Edit Pencil Icon , next to any completed success scan record, you can access their full records. On the Member Search page, you have a number of filters to select from to better refine your search or target a specific member. 

Once you have located the member you are searching for, and have clicked the Pencil Icon, you can see the Member's contact and login information, as well as a button bar at the bottom that allows you to login as the selected user.

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