HOMEROOM DASHBOARDS - DATA ADMIN: IMPERSONATION AND VALIDATION
Impersonation allows the Data Admin to experience the application as a specific user does. This enables the Data Admin to train users better and provide specific user troubleshooting.
One of the most important things to understand in Homeroom Dashboards is that what you see depends on your user role and granted permissions. For example, District Admin in the system with access to all students district-wide will see something different than a teacher-level user who can only access their student’s data. Therefore, to truly interact with the system as a user, you need to impersonate the user level you’d like to engage the system.
The Impersonation Role must be assigned to a user through the Homeroom Admin module in the Admin application. If you need help adding the role to individuals, please contact email@example.com.
Once the role has been assigned, impersonation will become an option in the screen's drop-down menu associated with your name in the upper right-hand corner.
The Impersonation section allows you to
- Type in a user name and then select GO, or
- Select from a list of personas or users.
Selecting a persona or user gives the user two options
Selecting Persona Alias allows you to choose a type of individual without knowing a specific user. Selecting the check mark on the list will then reload the dashboard.
Selecting Application Users presents a list of users and their roles. NOTE: You can filter using the gear or searchable text boxes to find a specific user to impersonate. Clicking the check mark on the left will then reload the dashboard.
The application indicates that you are in impersonation mode when you are impersonating by showing you a “secret agent” icon next to the user name in the screen's upper right-hand corner.
Once in Impersonation mode, there are two options - to stop impersonating or to begin impersonating a new user.
To impersonate a new user: Return to the Impersonation menu option and type in a new user name or select another user/persona.
Stop Impersonating: Return to your account, and click on the “Secret Agent” icon at the top right; this will stop the impersonation.
Validation provides an additional way to impersonate and also enables you to verify which dashboard users have set as their default. The difference from Impersonation is that validation allows you to directly access a dashboard for a specific user, which may save you clicks. The only users with Validation access are those with the Data Admin role.
Under Data Admin, in the Left Navigation menu, select Validate Users.
The screen will present you with a list of users. You can sort and filter the list to find a specific user.
Once you have found the specific user to validate, scroll to the right to see all the dashboards available to the user. Then, click on any dashboard links to go directly to that dashboard for that user.
Using the sort and filter tools in this table, you can verify that groups of users or even individuals are associated with the expected default dashboard.
Once you have completed your work with that user/dashboard, you can:
- Return to the Validate Users links to surface the list again for selection.
- Stop Impersonating and return to your account by clicking on the “Secret Agent” icon next to the user name at the top right of the screen.
School Data Solutions [updated 2/1/2023)
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