Role Emulation

Overview

The Role Emulation feature allows permissioned users to temporarily switch their PaymentWorks account view and permissions to match a selected user role. This is useful for testing permissions and approval workflows.

Note: This feature is only available in sandbox environments and is restricted to users with specific permissions.

Accessing Role Emulation

Users with the Create Role permission or Account Superuser status can access Role Emulation from the Roles and Permissions section.

• A new Emulation icon appears in the action section of each role within the Roles and Permissions table.

Emulating a Role

1. Click the Emulation icon next to a role to switch your view and permissions to that role.
2. You will be redirected to the Home page, where you can act with the emulated role’s permissions.
3. Actions taken during this session are recorded as if performed by the emulated role.
4. Your original role and permissions remain unchanged—this is a temporary view.

Clear Indication of Emulation Mode

• A banner at the top of the screen indicates you are in emulation mode, displaying the emulated role’s name.
• The banner includes an End Emulation button (or Release button in the classic app) to exit emulation mode.

Ending Role Emulation

1. Click End Emulation (or Release) in the banner.
2. You will be returned to your original role and redirected to the Roles and Permissions Table.

Important Notes

• Role Emulation is only available in sandbox environments.
• Role Emulation is not enabled in production environments.