View as another role or person

An admin can look at the app exactly as a given role, crew or named person sees it, with a persistent banner and one-click exit.

What it is

Two modes: view as a role and crew (no specific person) or view as a named person, which carries their identity into flows that record who performed an action, such as crew acceptance signatures. A banner sits across the top while impersonating, with a Stop button.

Also called: see what my crew sees · impersonate a user · preview a role · test permissions

See it
View as another role or person
Area
Platform & Admin
Group
Roles & permissions
System
Team & Access
Solves
2 named problems
01Impersonation is held in sessionStorage, so it resets when the tab closes rather than persisting silently.
02The role context exposes effectiveRole, effectiveCrew and effectiveUser — everything downstream reads the effective values.
03The sidebar's View As menu lists roles, crews and named members.
The View As menu open in the sidebar, plus the persistent impersonation banner across the top with its Stop button. Sample data — no customer information appears here.
How it works
  1. 1Impersonation is held in sessionStorage, so it resets when the tab closes rather than persisting silently.
  2. 2The role context exposes effectiveRole, effectiveCrew and effectiveUser — everything downstream reads the effective values.
  3. 3The sidebar's View As menu lists roles, crews and named members.
  4. 4Usage tracking is disabled while impersonating so an admin's preview does not pollute the tenant's activity data.
Why we built it

Permission systems fail silently — you only find out a crew leader cannot see the checklist when they call from a job site. Viewing as them turns an access question into something you can check in five seconds. Session-scoped storage was chosen so an impersonation cannot outlive the tab.

The problem
  • Permission changes could not be verified without a second account.
  • Support conversations about missing screens were guesswork.
Sound familiar?
What you get
Access problems are reproducible in one click.
Actions taken while viewing as a named person are attributed to that person, not the admin.
What's inside

See it on your own jobs

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