Allow user to impersonate other user

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Is it possible to allow a user (a sales manager) to "impersonate" other users (sales people)? My sales people need to approve invoices and in the case where they're on vacation or sick, the sales manager wants to be able to approve them in their absence. 

They'll be able to approve them on a record by record basis, but I also have a function that approves all outstanding invoices assigned to a sales person using the import API and filtering on salesperson = current user. 

I could add another field and make another import (userfield1 = sales manager), but that would approve all invoices and not just the ones for the sales person who is unavailable. 

Thoughts?

Thanks in advance.

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Shawn Aruch

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Posted 3 years ago

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I assume that you are using API_RunImport.

It would be possible to have a different API which would focus a filter on a focus sales rep.  That sales rep could be set in a new table called Focus Sales Rep, with just 1 record in it ([Record ID#] = 1 ), and that value would be looked up down to all invoices.  Then invoices matching the Focus Sales Rep would be imported.

I can help you get that working quickly if you want to contact me via the information in my profile, or if that is not enough information to give you some direction,  and you want to do this yourself, i can try to help you slowly via this Forum.
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Shawn Aruch

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Sorry for the delay, got tied up on another project. I think I understand you,

1) Setup another table with 1 field (Focus Sales Rep).
2) Set the value of that field in RID 1 to the ID of the Sales Rep who's invoices I want to update.
3) Setup a relationship where the tables are connected where record id = 1 (I have a field always set to 1)
4) Setup a new import that rather than setting approved = 1 where sales rep = current user, set approved = 1 where salesrep = Focus Sales Rep.

I did all this and it works. Thanks for the help!!!
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Thx for letting me know.