Create a New Masquerade User
Navigate to the Contacts module and select one record from the List view.
- In the Contact record detail view, select Masquerade User from More dropdown to make the contact as Masquerade User.
- It'll pop up the 'Add Record' window.
Here some fields will auto populate. You can also edit fields if you want.
- Choose the end date for the Masquerade User from Masquerade User End Date to end the access of that Contact to your JoforceCRM at the specified date.
Now an email notification is sent to the mentioned email address of Contact.
- The user can now access your JoforceCRM using credentials with certain limits you configured for the Masquerade Users in Profiles.