Skip to main content

How to Impersonate a User

This guide explains how to impersonate a user in Synthreo's applications.
User impersonation allows administrators to access applications as another user for troubleshooting or configuration purposes.

🛠 Prerequisites​

  • Access to Tenant Management
  • Administrative permissions

📝 Steps to Impersonate a User​

1️⃣ Navigate to the Customer​

  1. Click "Customers" in the left navigation menu
  2. Locate the desired customer in the list
    • The list shows ID, Tenant Name, Region, and Created At information
    • You can use the search functionality if needed
  3. Click the ellipsis (⋮) next to the customer to show customer details, then click "Users"

alt text

2️⃣ Impersonate the User​

  1. Locate the user in the list and click the expand arrow (▼) to show their applications
  2. Click the impersonate icon (→) next to the application you want to access:
    • Tenant Management
    • ThreoBuilder
    • ThreoAI

alt text

3️⃣ Confirm Impersonation​

  1. A confirmation dialog will appear with the message:
    "Do you want to proceed with impersonation? New window will be opened."
  2. Click "Yes" to proceed or "No" to cancel
  3. Upon confirmation, the application will open in a new window with the user's permissions

alt text

📌 Important Notes​

  • You can only impersonate your child-customer’s users, not your own users
  • Each application requires separate impersonation
  • The user's role determines what you can access while impersonating:
    • Tenant Management: Owner
    • ThreoBuilder: Account owner
    • ThreoAI: Admin
  • A new browser window will open for each impersonated session

🛠 Troubleshooting​

  • If the impersonation button is not visible, verify you have the necessary administrative permissions
  • Ensure your browser allows pop-ups from the Tenant Management site
  • If the new window doesn't open, check your browser's pop-up settings