Switch to Contact

This tutorial shows you how to switch to another employee's account in the WorkTraq App. After switching, you can perform actions as that user until you switch back.

Video Tutorial

1. Open Contacts

In your company, click the Contacts tab. This tab is available only to users with the Super Admin role.

2. Switch User

Click the Switch icon next to the contact you want to switch to.

3. Work as the Selected User

After switching successfully, the top bar displays the active user. You can perform tasks as that user, including customizing or switching dashboards and accessing features available to them.

4. Return to Your Account

Click Switch Back to end the temporary session and return to your original account.

You have successfully switched to another user's account in the WorkTraq App.