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Status Future consideration
Created by Guest
Created on Sep 5, 2024

User Impersonation

There are two scenarios we currently face where user impersonation could help greatly. 

Scenario 1:

Maximo Administrator is trying to configure security for a new user. After the maxadmin finishes setting up the security, provide a "View Maximo as this user" button in the User application to see Maximo through the eyes of that user and navigate around. In the top banner, have a "You are viewing Maximo as [username]. Click here to exit." message so that maxadmin is aware and can exit out of that view. This greatly increases the confidence of the maxadmin that they have configured the appropriate security groups because of Maximo's complex layered security.

Scenario 2:

Sometimes a technician may need to fill-in for a supervisor for a period of time, such as when a supervisor is on vacation or medical leave. In this use case, a maxadmin could go into the User record for a technician and select another user (supervisor in this case) that says "User may act as: [other user's username]". Now, when that technician signs in, they'd have a drop-down in the top menubar titled "View Maximo as: [select a user]" that would display the user(s) they're allowed to "impersonate". When they select a different user, they'd see the start centers, applications, etc that the other user has access to and be able to manage work orders, workforce, etc as if they're that user.

An additional enhancement to scenario #2 would be to allow a time-limited duration for this impersonation (start / end dates) so it could be scheduled ahead of time

Idea priority Medium
Needed By Yesterday (Let's go already!)