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View as any role - Product News

View as, in your account menu on every page, shows Backed the way another role sees it, with a banner and Exit to come straight back.

Published

ForAdministrators

One switcher now does what the Dashboard's Admin and Assessor buttons, Switch portal and Viewing as used to do between them, and more.

What's new

  • View as any role. View as… in your account menu, on every page, lets you see Backed as any role in your organisation: an administrator, an assessor, an applicant or a verifier, for every round or for one. Network owners and administrators can do the same in their network's member organisations. Choose 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. See View as another role.
  • A banner and Exit. While you view as another role, a banner at the top of every page says which role and organisation you are seeing, in the Administrator portal, the Assessor and Applicant portals and on Rounds. Exit brings you straight back as yourself, to the page you started from.
  • Your roles in one place. People who hold more than one role now move between their portals from View as…, under Your roles, in the Administrator portal and at the foot of the Assessor and Applicant portals' menu. Administrators choose what leads their Dashboard (Program manager, Finance or Board) there too, from any page. See Getting started as an administrator.