
Who can use this
- Impersonation sessions are detected from the authenticated session token.
- When an impersonation session is active, Ergo shows an impersonation banner identifying the user being viewed and the impersonator.
- Do not use impersonation unless your organization and Ergo support process allow it.
Before you start
- Confirm the exact user and workspace you need to inspect.
- Confirm what you are allowed to view or change.
- Avoid making changes unless the user or authorized admin explicitly requested them.
- Keep a note of what you inspected and any changes you made.
Steps
- Enter the impersonation session only through the approved support or admin flow.
- Look for the Impersonating banner in the app.
- Confirm the banner shows the expected user and impersonator.
- Reproduce or inspect the issue.
- Exit impersonation when finished.
What to expect
- The banner appears when the session token includes an impersonation actor.
- The app keeps impersonation state in auth context so the banner can render across the dashboard.
- Some user-store initialization behavior is skipped during impersonation to avoid touching the real user’s stored timezone.
- Actions taken during impersonation can affect the impersonated user’s workspace. Treat the session as live access.
Common issues
- No banner appears. Do not assume you are impersonating; confirm the session source.
- The wrong user appears in the banner. Exit and restart with the correct user.
- You need to change data. Confirm authorization first and keep the change narrow.
- Timezone prompts or profile-state behavior looks different. Some initialization is intentionally skipped while impersonating.