Dillner's Accounting Tools > section > Dashboard
The Impersonation feature in the VO allows you to see what a client or staff member sees. You may access this feature by clicking the Impersonation Note: The Impersonation
Impersonation
icon in the Control Menu, or by going to Management>Clients on the left menu.
Impersonation using the Control Menu
icon in the Control Menu.
icon to the right of the client or staff name you are looking to impersonate. This will take you to the login page.
icon will be missing from the Impersonation column if the Master Client Direct Login Pin field is blank on the Office Profile>Login Settings area. Click here to see instructions on the Office Profile.
Note: The Direct Login Pin is used as an added layer of security. This is not needed if you are
logging from a static IP address that has been added to our database. If you are using a
bookmark to log in from an unknown IP address, you will need to enter the Direct Login Pin and captcha.
Impersonation Using the Left Menu
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