How do I impersonate a user?
To impersonate a user,
- From the main menu, click the gear icon.
- Click Impersonate
- From the nCino Incentive Compensation Management Administration – Impersonate a User page, select the employee from the Emp dropdown list.
- Click Impersonate.
A red bar will appear at the top of the menu, indicating you are in impersonation mode.
To Switch Impersonation,
- From the main menu, click the gear icon.
- Click Switch Impersonation. This option is only available while in impersonation mode.
- From the nCino Incentive Compensation Management Administration – Impersonate a User page, select the employee from the Emp dropdown list.
- Click Impersonate.
To End Impersonation,
- From the main menu, click the gear icon.
- Click End Impersonation