View as another role

Why this exists

It is hard to know whether a tutor or receptionist sees the right things, or why they cannot open a page, without signing in as them. View as lets your centre's owner see the portal exactly as another role does, look only, so nothing can be changed by mistake.

View as lets your centre's owner see the portal as another role sees it. It is look only: nothing can be saved while you are viewing.

Before you start

• Only a super admin (the owner) can use it, on their own centre's portal.
• You must have two-step sign-in set up and confirm it when you start.

Start viewing

1. Open your account menu (your initial, top right) and choose View as.
2. Pick a role, such as Admin, Receptionist, Finance, Marketing, Compliance or Tutor. Teacher shows where your centre runs classes.
3. Confirm with your two-step sign-in code.

A banner stays on screen saying which role you are viewing as.

While you are viewing

• Your menus, pages and data are what that role would see at your centre.
• Every change is refused. Pressing a button that would save something takes you to a Look only page that says nothing was saved.
• Documents open as a viewer.
• Platform screens and accounting connections are out of bounds.

Going back

Press Back to Super admin in the banner. A view also ends by itself after eight hours, and when you sign out. Ending a view on one device does not end it on another.

Viewing as a parent or student

Parent and Student may also be offered. These open your centre's made-up preview family, never a real one, and nothing can be sent or charged from it. If you do not see them, they are not switched on for your centre yet.

Good to know

Starting and ending every view is recorded in the audit log.

Related

• Roles and permissions
• Two-step sign-in