Masquerade
By “masquerading” as a user in BerniePortal, you’ll play the role of that user and have access to all personal and benefit details, as well as have the ability to make permanent changes to their account. Masquerading is useful for admins who need to complete actions on an employee's behalf, such as:
- Reviewing or editing elections
- Completing paperwork
- Reviewing or editing demographic information
- Performing employee feature tasks (reviewing notices, requesting PTO)
To masquerade, follow these steps:
- Select the "Employees" tab in the top navigation menu.
- Hover over the action wheel for the desired employee and select “Masquerade.”
- Click the acknowledgement that you’ll be logged out of your admin account and into the chosen employee’s BerniePortal account. You will now have full access to the user’s BerniePortal and may proceed to perform the desired task.
- Once finished masquerading, click “Return to admin account” in the yellow banner above.
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