If needed, you can imitate an executor or contractor to view the information available to them or perform an action. You can take over their role from the page where this person's contact information is stored.
For executors, go to the 'Executors' tab in the 'User Management' submenu of the Todos module. Click the three dots behind the relevant user and choose 'Take over role'.
For contractors, go to the 'Contractors' tab in the 'User Management' submenu of the Todos module. Click the business name of the relevant contractor, and then the three dots behind the administrator whose role you want to take over.
Going back to your own role
The yellow arrows in front of your profile photo indicate that you have taken over someone else's role. To put down the role you have taken over, open your profile dropdown and click ‘Relinquish taken over role’.
If you want to take over a role and you receive a notification saying that you don’t have the authority to do so, it means that the user you are trying to imitate does not have an active account yet. They must first accept the invitation and create an account.