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.

joforce-masquerade-user-plus-contact-detail-view

  • It'll pop up the 'Add Record' window.
joforce-masquerade-user-add-record
  • 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.
set-masquerade-user-end-date-masquerade-user-plus
  • Click Save.

  • 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.