Lattice gives full access admins the ability to impersonate their colleagues. This feature allows admins and custom role owners to assist colleagues with Lattice navigation, functionality, and troubleshooting.
Before you start
- Admin Impersonation is a read-only impersonation. Admins cannot make any changes or take any actions on behalf of the user.
- Admins are blocked from seeing surveys, pulse, and private 1:1 notes.
- Admins can view but not submit drafted reviews while impersonating. To submit a review as an admin, learn more about submitting reviews on behalf of others here.
- Admins can only impersonate active employee profiles.
- Admins can stay logged in up to 1 hour. If more time is needed, they can re-impersonate the user.
Note: You cannot complete a review on someone's behalf through an admin impersonation. While you can type in a review, it will only be visible to you and will not be submittable.
Impersonate an Employee
- Navigate to Admin > Directory.
- Click on the ellipsis (...) to the right of the desired employee's name.
- Click Log in as the user.
- Confirm by clicking Log in.
After logging in as the user, you will see a blue banner that includes the following:
- The name of the user you are logged in as
- A callout that states you have read-only access permissions
Select Log out to go back into your profile.
The Impersonations page
All impersonations are logged on the Impersonations page. To view, navigate to Admin > Settings > People > Impersonations.