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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 view dashboards as another user.
While you’re working, you may want to preview how your dashboard will behave for specific users. This can help you proactively address permission issues before sharing the content. The View as feature temporarily applies the selected user’s user attribute values to your current session for the purpose of evaluating filters, row-level security, and other attribute-driven logic.

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View As basics

View As applies the selected user’s:
  • User attributes - Variables mapped to dashboards, filters, and data access controls resolve using the selected user’s attribute values. Note: Because only attributes are swapped, you may still see content or fields that the actual user cannot access.
  • Access grants - Data access rules based on user attributes apply from the selected user’s perspective.
This makes this tool useful for quickly testing that user attribute-based filters and access grants work as expected.
View As is a preview mode focused on user attributes. It does not log you in as the selected user and does not change the user’s permissions, roles, or connection access.It does not allow you to simulate:
  • Downloads - These actions aren’t available while viewing as another user.
  • Scheduled delivery previews - Scheduled deliveries run as their owner, not as the selected user.
  • Role-based restrictions - Connection access based on user roles (like Restricted Querier permissions) is not reflected in View As.

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Viewing content as another user

In a dashboard or workbook, click File > View as and select a user.

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When to use Impersonate

For comprehensive testing that includes role-based restrictions, connection access, and all permissions, use Impersonate user instead. Impersonation provides a full-session simulation where you experience Omni exactly as that user would, including all role-based restrictions and connection access controls. Use View As for quick user attribute testing, and use Impersonate for comprehensive session simulation.