As Admins of Ramp, there are times that we are needing to impersonate a user to be able to see exactly as their screen does.
This is helpful for multiple reasons:
Ensure we are assisting the user and catering directly to them
Validates if an issue is occurring, we can see for ourselves.
Allows us to create user manuals/training guides with screenshots directly from their point of perspective.
Other terminology that is sometimes used for this case scenario; mimic, imitate, emulate, copy, resemble.
Allowing this functionality without having to assign yourself to the user as a delegate would make it more efficient. It would need to have an indicator on the screen for the admin ensuring that they know they are looking at person X’s screen.
Thanks so much for bringing this to our attention. We are actively working on a solution for you, and will be sure to follow up when we are close to rolling out the improvement.
Please keep sharing feedback with us, as it helps us make Ramp even better!
Edit: I just noticed you already mentioned delegation/assistant mode
My organization also has a demo account primarily for building integrations with Ramp, but it has also been useful for seeing what the UI looks like for different user roles. I’m not sure how much effort it is on the Ramp side to set those up; you could ask your account manager and see what they tell you.
I have a work around that may help in the interim. I have a Gmail email I setup for this specific purpose (RampTest[ClientName]@gmail.com) and I use that as my access test copying over access to view what the end user sees. With that Gmail address I am able to also test the app on my phone. It’s not a perfect solution but it works and with RAMPTest in the email name it minimizes confusion.
Hi! This is Rachel from Ramp’s product team. Preview mode is now available for early access and currently works for previewing employees. See help center and demo video here
@charlotte is there any chance we can get access as well? We’ve been asking for this feature for a long time and I would love to be able to trial it!!!
