Setting Masquerade Administration Rights

Allow users outside of the System Administrator (-1) security group to masquerade as other users by configuring their rights in Masquerade Administration.


Configuring Masquerade Rights for One User

1. Navigate to Masquerade Administration

  • Using the More menu, go to System Settings > General Settings > Masquerade > Administration.

Masquerade administration in general settingsImage: Masquerade Administration is located under System Settings > General Settings.

2. Configure Masquerade Settings for a User

  • Tap Add Masquerade
  • Use the form fields to configure masquerade permissions for a user
    • Masquerade By - Use the dropdown to select the 25Live user who you'd like to allow masquerade rights
    • Masquerade As - Use the Select Contacts panel to checkmark one or more users that this user should be allowed to masquerade as, and click Done
    • Expiration - (Optional) Use the field to select the date that you'd like this permission to expire 

Masquerade By, Masquerade as, and Expiration Date form fields.Image: Configure masquerade rights using the Create Masquerade fields.

3. Press Save


Update Existing Masquerade Mapping

1. Navigate to Masquerade Administration

  • Using the More menu, go to System Settings > General Settings > Masquerade > Administration.

Masquerade administration in general settingsImage: Masquerade Administration is located under System Settings > General Settings.

2. Select Edit or Delete

Edit and Delete buttons on the masquerade mapping tableImage: Edit and Delete buttons.

  • To remove a mapping rule, select Delete
  • Then select Yes to confirm

Confirm deletion boxImage: Deletion confirmation.

  • To update a mapping rule, select Edit
  • Update the form fields and tap Save

Edit masquerade formImage: Edit the masquerade rule configurations and Save.

Bulk Editing Masquerade Rights

1. Navigate to Masquerade Administration

  • Using the More menu, go to System Settings > General Settings > Masquerade > Administration.

Image: Masquerade Administration is located under System Settings > General Settings.

2. Select Which Rules to Update

  • Select from the table which rules to bulk edit
  • Click Bulk EditMasquerade administration table with existing masquerade rules
    Image: Select the checkboxes associated with the masquerade rules you'd like to change and tap Bulk Edit.

3. Choose Which Masquerade Rights to Update

  • Use the dropdown to select the bulk edit action you'd like to take:
    • Delete All Masquerade By - Removes all rules that allow masquerading by the selected user(s)
    • Delete All Masquerade As - Removes all rules that allow any users to masquerade as the selected user(s)
    • Delete All Masquerade By and As - Removes all rules that allow masquerading by OR as the selected user(s) 
    • Edit Expiration Date - Updates the expiration date for all selected rules

Bulk edit select item dropdownImage: Use the Select Item dropdown to choose a bulk edit action.

3. Select Contacts to Update

  • Use the Masquerade By and/or Masquerade As fields to select contacts for the update to apply to

4. Tap Update