Getting Started for Admins

View-As Mode

Super Admins have the ability to login as a particular team member to help with troubleshooting, functionality, and navigation.

With the View As tool, Super Admins can preview what the Sapling platform looks from another team member's perspective.

This is meant to help Super Admins better understand team member permissions. You can also use this tool to assist your colleagues with Sapling troubleshooting and navigation.

Getting Started

To begin viewing Sapling from a teammate's perspective, head over to their Sapling profile. You can locate anyone by searching for them in the navigation bar, or through the People Directory.

Once you're on a profile page, click on the the "Actions" menu in the upper righthand corner. Select "Views As" to begin viewing Sapling from that team member's perspective.

You’ll see a purple banner on the top of the page letting you know that you’re viewing as someone else, who you’re logged in as, and the permission level associated with that user.​

Once you’re done, click on the "End Session" button in the top righthand corner. This will complete your View As session and go back to your normal Sapling account.

Pro Tips 💡

  • This tool allows you to preview Sapling in “read-only” mode, meaning that you cannot make changes to personal information, time off requests or any other actions on behalf of the user
  • This feature is available to Super Admins only

Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

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