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I'd like to be able to "test" our PSA instance per the security roles I have assigned to our team. Is there a way for me to temporarily assume a security role to see what my team members will see?
Hi Darren G,
The best way to test security roles is by creating a test user and then assigning and unassigning their security roles from a user with the System Administrator security role.
Definitely agree. You need a test user in PSA to test time entries, delegations and project approvals for different entries etc anyway.
Try to find a video or a presentation from Microsoft that explains how PSA is used by different personas: a resource, a project manager, an account manager, a practice manager and a billing exec. This will help you to design and execute your tests. And yes, you will need to create a couple of users and log in as these users to do your tests.
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