Who can use it
- Only Admins can start the view.
- The feature has to be active for your account. View as employee is part of the Enterprise package.
- You can only view people in your own account.
An Admin switches the feature on and off for the whole account under Account Settings → Features.
How to start the view
- Open Employees in the navigation.
- Find the person in the list and click the View as employee icon in their row.
- In the dialog that opens, click Switch now.
What you see in the view
As long as the view is active, a banner sits at the top of the page. It shows Viewing as employee, the name of the person you are viewing, a Read-only badge and the Exit view button. Everything the person is allowed to open, you can open. Everything that would write something is refused: creating, editing, deleting, sending. The refusal happens on the server, not only in the interface, so nothing can be changed in someone else’s name — not even through a page that still shows a button. When an action is blocked you get the message This action is disabled while viewing as an employee.Taking the view changes nothing for the employee. They are not notified, they are not logged out, and their own session keeps running as before.
How to leave the view
Click Exit view in the banner. You return to your own account and land back on the home screen. The view stays active until you leave it or log out — it does not end by itself while you work.When the option is not available
Some rows show a greyed-out icon instead. Hover over it and the tooltip tells you why:
If no icon appears in any row at all, either you are not an Admin or the feature is not active for your account. Employees you have deleted are no longer in the list and cannot be viewed.