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Documentation Index

Fetch the complete documentation index at: https://docs.omni.co/llms.txt

Use this file to discover all available pages before exploring further.

Organization Admin permissions are required to impersonate other users. Additionally, admins can’t impersonate other admins.
The Impersonate user feature is useful for testing that access grants work as expected.

Impersonating users

1
Navigate to Settings > Users and click on a user. Note: If testing an access grant, the user must have a user attribute value that excludes them from the grant.
2
At the bottom of the user’s details page, click Impersonate user.
3
Create a new workbook based on the connection you want to test. In this environment, you can verify what the user would and wouldn’t have access to and adjust their permissions accordingly.

Impersonate vs View As

Omni provides two ways to test content as another user:
  • Impersonate user provides a full-session simulation where you experience Omni exactly as that user would. This includes all role-based restrictions, connection access controls, and permissions. Access it from Settings > Users by clicking on a user and selecting Impersonate user at the bottom of their details page.
  • View As is a quick preview mode available in dashboard and workbook File menus. It applies the selected user’s attributes to resolve dashboards, filters, and access grants, but does not simulate role-based restrictions or connection access. Use this for quick user attribute testing without leaving your current context.
Use Impersonate for comprehensive testing that includes role-based restrictions and connection access. Use View As for quick user attribute testing.