Using the “Login As” functionality

SalesHood allows the Coaches and Publishers to “Login As” any user in their instance.

This functionality helps the Coach and Publisher to monitor the progress of the user and check their other info by directly logging as that user.

How to activate the “Login As” functionality

The “Login As” functionality can only be activated for an instance from the backend of SalesHood. An existing Coach needs to send a request to the support@saleshood.com to get this functionality enabled for their instance.

How to “Login As” a user

A Coach and Publisher can login as a user by visiting the Manage Users page. Below are the detailed steps:

  1. Go to the Manage Users page by clicking on the Hamburger menu
  2. In the search box > select the user by checking the box
  3. Click on the Actions tab
  4. Select Login As option

This will let the Coach/Publisher login as the selected user. The Coach/Publisher will be able to see the same view as the selected user sees on their homepage.

How to return to the main profile

Once the Coach/Publisher is logged in as a User, in order to exit from their profile they can click on the Return to Manage Users Page option to get back to the Manage Users page in their own profile.

The Return to Manage Users Page option is located at the top of the page and it is always visible across all the pages the Coach/Publisher navigates to.

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