Impersonation Access

Overview

This feature allows users to restrict impersonation access to their accounts. This feature is important to our security-centric customers, who need more controls around user security and data privacy. 

To enable this feature, reach out to your Clari CSM. 
 

Use Cases
 

Any Clari user can use this account setting,  regardless of their role or admin permission level, as long as the feature is enabled at the company level by your org's Clari CSM. 

Here are a couple of example use cases.

Use Case 1
A sales manager at Acme Corp wants to prevent impersonation access to their account so that their deal data can’t be seen by their admins or Clari employee. They can go to the Impersonation Access account setting and set it to “No Access”.

Use Case 2
A sales rep runs into an issue that requires help from a Clari support team member. To allow impersonation access to their account, the sales rep changes the Impersonation Access setting from “No Access” to “3 days”.
 

How To Enable Impersonation Access

If your company is using this feature, then follow these steps to restrict impersonation access on your account. 
 

1. Login to Clari

2. Click on your profile icon in the top right corner

3. Click Settings

4. In Account Settings, find the setting called Impersonation Access

5. By default, this will be set to No Access. To change, the user can select another option.

If you select another option, your account will then be available for impersonation.