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How create Impersonate Button in Customer service portal ?

karishma shaik
Tera Contributor

Hi All,

 

 

I have a business Requirement in customer service portal, I want to Create impersonate option in Customer service portal. Please help me on this, how can I achieve this.

4 REPLIES 4

Dr Atul G- LNG
Tera Patron

Hi @karishma shaik 

 

Impersonate button is only available on Native view and only used in pre prod or lower environment. May i know the use case to bring this on portal?

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG

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Hi Atul,

 

I need impersonate option in customer service portal, every time I trying to impersonate with End user it's asking login, Because I implemented the Impersonate option in customer service portal like Below screen shot

you have any idea Regarding this, please help me on this how can i achieve this.

karishmashaik_0-1707999353378.png

 

Hi @karishma shaik 

 

I can suggest you workaround, 

 

Login in native view from your account.

In next browser window open the csm portal

Impersonate from native view and refresh the CSM portal , it will take the impersonated user only. 

*************************************************************************************************************
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG

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AttilaVarga
Mega Sage

Hi @karishma shaik,

 

I wrote a blog-post about how you can add the impersonate feature to any portal.

 

I hope it helps.