Admins: Login as learners

Intended Audience: Administrators

Summary

Admins can log in as learners and experience the learner’s portal directly, to help assist with learner accounts. We call it a proxy view as a Proxy user.

Proxy user: overview

Turn the feature on in Settings to start using it.

This feature lets admins access a learner’s portal, and experience a specific learner’s point of view, to help troubleshooting with accounts.

In Safety Made Simple the admin can log in as a named learner, rather than a generic “learner view” of Safety Made Simple. They can access the learner’s profile, courses, and content, to help assist with what the learner is experiencing.

When the admin logs in as a learner, a banner appears onscreen to show that they are in a learner’s account.

Safety Made Simple tracks the admin’s actions the same way it does for a learner. For example, if an admin started a course or enrolled in a course while logged in as a learner, Safety Made Simple’s records can show the admin’s actions.

If an admin logs out of the learner’s account while using the proxy feature, the session ends. The admin can’t return to the same session.

The feature has a 30-minute limit: after 30 minutes Safety Made Simple logs the admin out of the learner’s account.

This feature doesn’t generate new active users (AU) on your portal.

Learner prerequisites

For portals that require learners to agree to terms: the learner must complete the terms agreement before requesting support.

If the learner has not agreed to the terms, the admin can't access their account.

Access permissions

Admins can log in as learners, but not as managers or instructors.

The feature is available to all admins, for the portals where they have permissions.

Limits to admin access

An admin, while logged in as a learner, cannot:

view the learner’s messages
access the portal switcher

Turn on the proxy feature

An admin needs to turn on the feature, and its associated notifications.

From main navigation go to Settings > Users > General Settings.
From Proxy user, select Enable admin to log in as a learner.
Save to finish.

The following screenshot shows Proxy user with its default setting.

Log in as a learner

From main navigation go to Users > learner name.
Select More (aka 3-dot menu) > Log in as learner.
Alternately: select learner name to open their profile. From Actions select Log in as learner.

Safety Made Simple opens the learner’s view, with a banner that reads:

You’re logged in as a learner. Please make sure to switch back to your admin login when you have finished. Switch back to admin

The following screenshot shows the banner visible to the admin, while accessing a learner account.

To finish select Switch back to admin.