Log in as another user

bjornson

As an admin, when I'm testing out new workflows or other things within RM or Smartsheet, I want to know exactly what users will experience with different permissions and access levels. Right now Smartsheet/RM do not offer this feature, but it would be helpful. I have used this feature in Workfront - link to more information: https://experienceleague.adobe.com/en/docs/workfront/using/administration-and-setup/add-users/create-manage-users/log-in-as-another-user

Julie_Simon

As a former Adobe Workfront administrator, I also miss this functionality that enabled technical support. I just logged in to see if this was already entered in the Community. Up-voting now!

mclaugch

It would be very helpful for admins to be able to experience what a user in their organization sees when they login to Smartsheet. This would be helpful for testing as well as troubleshooting.

Erin Horiuchi Green

@mclaugch Not in Smartsheet, but, in another system we have no visibility to ghost in as the End User.

Instead we have a robust process that manages Roles and Access.

In Smartsheet, we leverage the Group Management and API's to automate End User access which is all internal employees at this time.

Using a Python/SQL script, we can pull the metadata into an XLSX on SharePoint. Smartsheet Data Shuttle imports the metadata into a Data Table then connection to a Grid. Requires creating a Primary Key so that the Data Table identifies row additions, deletions and changes.

The reason that we do not just navigate straight from Data Shuttle Import for the Grid connection is because the API lacks the ability to capture metadata at the "List Row" level as it does for "List Column".

Then, we can generate Sheet Summary and Report Metrics to build a Dashboard for transparency and change events.