A test account is a useful way for an admin to see what another user sees, test the abilities of a Permission Level, and troubleshoot issues. You can use your test account to see what Collections are visible or confirm that a user is able to upload assets, as well as ensure that any assets you've chosen to hide are out of sight.
Follow the steps below to create and utilize your test account.
Phase 1: Build a permission level with the restrictions you want to test
Note: Skip this step if the Permission Level already exists.
Create a Permission Level
Go to the Users Tab
Click +Permission Level in the drop-down menu
Assign a descriptive name such as “Test Account" or "Troubleshooting"
Choose the desired permissions by clicking the boxes next to the descriptions
Click “Save”
Phase 2. Invite yourself to the account
Note: Be sure to invite a different email address than the one already linked to your admin account.
Invite a New User
Go to the Users tab
Click +New Invite under Invites.
Enter your intended email address.
Assign the Permission Level you created in Phase 1.
Click Invite.
Phase 3. Create your new user account
Create Your Account
- Log in to the email account where the invite was sent.
- Open invitation
- Click the link labeled "Click here to complete sign-up"
- Enter your display name and password
- Click "Join"
Phase 4. Begin testing
Once you have completed the steps above to create your test account, you can switch to the test account any time without needing to log in and out.
Switch to Test Account
- Make sure you're logged in as the admin
- Go to Users>All Members
- Find the test account by searching or scrolling
- Click the switch icon to the right of its name
Once you've finished testing, you can either sign out of Vault or switch back to your admin account and continue working.
Switch Back to Admin
- Hover over the user's name in the upper right of Vault
- Click Switch back to Admin from the dropdown menu
If you wish to view both your test account and your admin account at the same time, follow the steps below.
Simultaneous Testing
- Open a browser
- Log in to your admin account
- Open an incognito or anonymous browser
- Log in to your test account
- Arrange the browsers next to one another