Customer-Level Impersonation

About

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This premium feature allows an individual user to switch between customer accounts to perform actions on behalf of that customer

Benefits

Improves transaction efficiency.

Simplifies account management.

Allows users to make cross-organization changes via orders, payments, and more.

Reduces friction for transition towards online ordering.

Use Cases

Placing orders on behalf of customers that call in/require assistance.

Acting as an intermediate step between customers who would like to have an overview of information without granting users access to sensitive information.

Allows external sales representatives place orders of behalf of all their accounts.

Allows a user to quickly transact with 2 separate accounts.

Requirements

Email for the account that the feature is being added to.

Contact for the accounts that the individual user will be impersonating.

Customer account must be registered prior.

Previews

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