View as another role

View as… shows you Backed the way another role sees it: the pages, menus and records an assessor, an applicant, a verifier or an administrator in your organisation would see. It is in your account menu on every page: open your name at the foot of the sidebar (at the right of the top bar on a phone or tablet), then select View as…. In the Assessor and Applicant portals it is at the foot of the menu.

You stay signed in as yourself the whole time. View as never signs you in as another person, and anything you change is saved under your own name.

Before you start

You can view as another role when you are an owner or administrator of the organisation. An assessor, applicant or verifier uses View as… only to move between their own roles.

Who you can view as

View as… offers only roles at or below your own, in organisations you can already reach:

• In your own organisation, an owner can view as an owner, an administrator, an assessor, an applicant or a verifier. An administrator can view as an administrator, an assessor, an applicant or a verifier, never as an owner. Your own role changes nothing on its own, so choose it only with a round.
• The assessor and verifier roles are offered only when the Assessor or Verifier Portal is turned on for the organisation.
• In a network, the owners and administrators of the network's hub organisation can view each member organisation, while the network's data-sharing settings let the hub see that member's data. A hub administrator views a member organisation only through View as…, as an administrator at most, and with no more access permissions than they hold in the hub. These organisations are marked Network hub in the list.
• Backed's support team can view any organisation, marked Backed support in the list, and search for one by name or web address.

View as never adds access. As an administrator you still need each access permission a page asks for, and a round you choose narrows what you see to that round's records.

Choose a role

1. Open your account menu and select View as….
2. Under Which organisation, choose the organisation. When you can reach only your own, this step is skipped.
3. Under Which role, choose a role:
   • Your roles lists the roles you hold yourself. Admin is where you are now. When you administer the organisation, you can also choose what leads your Dashboard: Program manager, Finance or Board. If you also hold an assessor or applicant role, choose it to open that portal. Select Apply.
   • See Backed as lists the roles you can view as, each with a line on what that role sees.
4. To see one round only, select Choose a round, then the round under Which round. All rounds is the default. A round marked On Rounds is also listed on Rounds.
5. Select View to look around, or Act to work as that role. Either way, anything you change is saved under your own name and recorded in the audit log.

Choosing a role in See Backed as takes you where that role works:

• Owner or administrator: the page you were on reloads as that role sees it. A page the role cannot open says so.
• Assessor or verifier: the organisation's Assessor or Verifier Portal opens on its dashboard.
• Applicant: the Applicant Portal opens. With a round that is listed on Rounds, the round's page on Rounds opens instead, as an applicant meets it, and you stay signed in there.

If you choose a role an administration page cannot show, the page says You’re viewing as the role and offers to open that role's portal, or to exit.

The banner and Exit

While you view as another role, a banner at the top of every page says so, for example Viewing as Assessor at your organisation's name, then Changes are saved under your name. It names the round when you chose one, and says Acting as when you chose Act. On a page of another organisation the banner says you see that page as yourself.

Select Exit in the banner to stop. You come back as yourself, on the page where you opened View as…. If exiting fails, the banner says Couldn’t exit. Try again.

Choosing another organisation from your account menu, or signing out, also ends View as. So does choosing one of Your roles.

What the audit log records

Starting and ending View as are recorded in Settings > Audit log, with the role and the round you chose. Each change you make while viewing as another role is recorded under your own name:

• in your own organisation, its Acting as reads Viewing as another role
• from a network hub or Backed's support team, its Acting as reads Operator support, and for a network hub the history on a record names the hub, not the person

See Audit log.

Acting for one person

View as shows you a role, never one person's account. To work on someone's behalf, use the controls made for it, which are not available while you view as another role:

• Act as Assessor on an assessment. See Assess as admin.
• Act as an Applicant on an application. See An application.

See also

• Your account
• Administrators and permissions
• Getting started as an administrator