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Admin Guide / Organization Settings

User Impersonation for Troubleshooting

What is User Impersonation?

User impersonation is a troubleshooting feature that allows authorized administrators in your organization to temporarily log in as another team member. This helps your team diagnose issues, test configurations, and verify that features are working correctly from a specific user's perspective.

Why Would You Use It?

User impersonation is useful when:

  • Troubleshooting issues - A team member reports a problem, and you need to see exactly what they're experiencing

  • Testing configurations - You've set up new settings or permissions and want to verify they work for specific users

  • Verifying data access - You need to confirm that users can access the right information

  • Debugging workflows - You want to see how a specific user's setup affects their experience with Rox

How It Works

  1. Access the feature - Navigate to Settings → Impersonation in your Rox workspace

  2. Select a user - View a list of all team members in your organization

  3. Start impersonation - Click the "Impersonate" button next to the user you want to log in as

  4. View as that user - You'll now see Rox exactly as they see it, with their data, permissions, and configuration

  5. End impersonation - Simply log out when you're done, and you'll return to your own account

Important Things to Know

  • Authorization required - Only administrators in your organization can use this feature

  • Full access - When impersonating a user, you have the same permissions they have

  • Session logging - All impersonation sessions are logged for security and compliance purposes

  • Your identity is preserved - Behind the scenes, the system tracks that it's you using impersonation, not the actual user

  • Nothing is changed - Simply viewing as another user doesn't create, modify, or delete any data

  • Single impersonation at a time - You can only impersonate one user at a time

Getting Support

If you have questions about user impersonation or need help troubleshooting an issue for a team member, please reach out to your Rox support contact.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.