Impersonation

Impersonation

Overview

The Compass Impersonation functionality allows staff members with the necessary permission to log in as either a student or parent at the school. This allows the staff member to see the student or parent portal as the student or parent would see it. Typically this is used to confirm how something appears to students or parents.

This function does not allow staff to impersonate another staff member's account.

This function does not give staff access to or require the parent or student's password.


Permissions

To access the Impersonation function, you will need the permission 'Impersonate'. 

This permission is generally part of the Compass Sponsors and the Compass Technicians permission role groups.

If you require this permission, please speak with your school's Compass Sponsor or the school technician.  For further details on permission, please refer to our Permission Knowledge Base article.

Impersonation via the Tools Menu

To use the Impersonation function to view a student or parent account, go to the Tools menu under the cog icon and click 'Impersonate'.

     


In the pop-up type in the name of the account you intend to view.

     


Click 'Impersonate'.

   


Your screen will then load with the selected parent/student's Compass portal.

     



Impersonation via Login Screen

First you will need to ascertain the account code of the user you need to impersonate.  Once you have this information, go to your Compass login screen.

For the user name, type in your staff user account code, then a colon, then the user account code of the student/parent you need to impersonate  (please ensure there are no spaces between this information).  Then for the password, type in your Compass password.  

Example: Your Compass user account login code is Albus. If you are wanting to impersonate the student ATW001, you will log in with the username Albus:ATW001 and use your Compass password.

     

Click 'Sign-in' and you should then see the username of the student/parent account you are viewing in the top right hand corner of the screen.     


Please Note: This functionality is not available for schools who access Compass via SAML authentication.


   
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