Sometimes when you are helping out your applicants with their applications, it may be useful to see the system as they are seeing it and help them with submitting their applications or reports.
As a grant manager it is possible to emulate and interact with the system as applicants.
Step 1: Open the applicant record from the CRM.
Step 2: Select Actions -> Emulate Session
You will now be able to view the system as that applicant.
Whilst emulating you will see an orange banner at the top letting you know that you are in emulation mode.
To end the session, select 'End Session' from the menu.
Note: Any changes you make whilst emulating as the user will be recorded in the history.