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Provide impersonation of an Access Recruitment CRM account

Instructions on how to provide access to my Access Evo (formerly Access Workspace) account to someone else.

Written by Terence Cassidy

You can only provide impersonation to someone who also has a Access Evo account. Granting impersonation access allows a support engineer to troubleshoot or reproduce issues in a user’s account. In order to provide impersonation:

  1. From Access Evo or Access Recruitment CRM, click on your name at the top right.

  2. Click My Account and then click Impersonations.

  3. Set the Impersonation is enabled switch to On.

  4. Enter the email address of the Access Support Analyst who has requested impersonation or the person you would like to provide impersonation to and set Expires after to 7-days.

  5. Click Add.

The impersonator will receive an eMail advising that they now have impersonation on your account.

Additional Tips

  • Provide Context for Troubleshooting: If the impersonation is being granted to reproduce a specific issue, include relevant workflow details (e.g., the steps or scenarios where the issue occurs). This helps the support engineer address the problem more effectively.

  • Security Best Practices: Ensure that impersonation access is granted only to authorized personnel and for the minimum duration necessary to resolve the issue.

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