📚 Part of the series Application Building Phase II: The Slate-hosted Application
Slate administrators and users with the following permissions combination (Person Impersonate, Application Update, Person Update) can impersonate an applicant and see the application from their point of view.
They are also able to:
See Periods/Rounds that are inactive
Bypass hard fails and submit the application
When administratively impersonating an applicant, an administrator can make changes and see data, such as unreleased decisions, that the applicant would not be able to do or see directly.
When to impersonate an applicant
It is helpful to impersonate an applicant when:
Testing that application pages and conditional logic show or work as expected
Testing submission requirements to ensure they are behaving as expected from the applicant point of view
Replicating an applicant's experience or troubleshooting reported behaviors
🔔 Important!
Do not impersonate a live application in a production environment. Doing so can lead to data loss, depending on the structure of the Slate-Hosted Application.
Use a Test Environment, Time Warp, or a test record to troubleshoot issues safely.
Only impersonate a single application at a time. Do not open multiple tabs or windows within the same browser when impersonating.
Impersonating an applicant
To impersonate an applicant:
Go to a person record.
Select an application tab.
Select Impersonate → Applications.
Impersonating for true applicant experience
Impersonating an application provides full administrative access, which will not accurately reflect what the applicant sees. The following technique allows you to log in as the applicant for a more accurate troubleshooting experience.
From the right-side menu of the test applicant record, right click on the "Impersonate > Status Page" and choose "open in incognito mode"
In the new window, log in to Slate when prompted by SSO.
Once logged in, right click on the tab you have open and select "Duplicate"
In the new tab, click the Logout option in the top right corner and press enter. This should log you out as an administrator.
If there is no “Logout” link, swap “apply/status” with “manage/logout” in the URL.
Return to the other open tab and click refresh.
You are now authentically impersonating the applicant and seeing exactly what they would see.