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GuidesAgencyImpersonation

Impersonation

Impersonation lets agency operators and platform admins switch into a client brand to perform actions on their behalf — creating campaigns, configuring channels, or debugging issues. Under agency mode, each client is a separate Active Reach org with its own brand-tenant workspace; impersonation drops you inside that org with the client’s scope.

How it works

  1. From the agency client list or admin tenant list, click Enter brand on a client
  2. A red impersonation banner appears at the top of the screen showing:
    • Which client brand you are impersonating
    • A countdown timer (session expires after the configured duration)
    • An End simulation button to return to your own view
  3. Everything you do inside the client brand is logged in the audit trail with your identity as the actor and delegated_from_org_id set to your agency org
  4. When done, click End simulation — you return to the agency/admin view

Safety mechanisms

  • Audit trail — every action during impersonation is logged with the impersonator’s identity and delegated_from_org_id claim
  • Session timeout — impersonation sessions expire automatically (configurable, default 1 hour)
  • Hard reload on exit — ending impersonation triggers a full page reload to clear all client-brand state from memory
  • Permission scoping — impersonators get the client’s permissions, not escalated access
  • Banner always visible — the red banner cannot be dismissed while impersonation is active

Who can impersonate

RoleCan impersonate?
Agency operatorClient brands they manage
Platform adminAny tenant brand
Regular team memberNo

What’s next