When trying to create training videos for your employees for company specific workflows, oftentimes it is an admin creating the video. This presents a challenge as most admins have confidential information or data on their dashboards they do not want share with the entire organization or recorded on video or in a Zoom session. It would be cool if we had a way to either switch from admin mode to “Noob Mode” (yes I made that up) where its a basic user profile they can demo without any live data. I guess that’s just a sandbox, but unsure if that exists and “Noob Mode” sounds cooler. Alternatively, giving us the ability to create a Ghost User which does not take up a license and exists strictly for testing would also do the trick. Thanks!
Hi Charlotte… I want to 2nd Oscar’s point. I’d love a sandbox type version of Ramp so that I can train employees & understand what an employee sees within their interface (because it is so different from Admin’s view). Thanks!
Hi Amanda!
Thanks so much for your note. I’ll pass along the feedback re: videos, but also want to share some good news! We are working on a feature that will allow admins to preview what Ramp looks like for other roles, which will hopefully make it easier to create training materials. I’ll be sure to update here when this ability is live in Ramp!
Thanks again for reaching out,
Rachel, Product team @ Ramp
Hi Oscar! Thanks for the suggestion (and love the name “Noob Mode” …!
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I definitely see the value here - I passed the idea on to our Solutions team.
In the meantime, our Product Marketing team is working on some more demo videos, so be on the lookout for those in the coming weeks/months. Ramp Academy is a great place to check out for additional employee training resources, too!
Hope this is helpful,
Charlotte
Would love to know where this is at in the process…this would be SO helpful for us. The video tutorials created by Ramp staff are great, but they include things that we don’t use…and we have some not ‘tech savvy’ cardholders…extra info that they don’t need to know is just going to cause confusion. PLEASE, PLEASE, PLEASE can we have this feature???
Rachel, I came here to ask this same question; I’d LOVE to be able to “view as” someone else on the team because it’s so true that what they see is very different than what I see. Do you have an estimate on when this will be live in Ramp?
Thanks!
Thanks @Leah_Fitz ! We will have this feature in the next couple of months – and will be sure to update here!
Hey @charlotte … just checking back in to see where we might be with this? Was hoping it was going to be rolled out with the most recent “New on Ramp” update … but it doesn’t look like it was. Any ETA yet?
Hi Amanda, thanks so much for reaching out! No updates to share at the moment, but I really appreciate the reminder. I’ll check in with our team this morning and keep you posted.
In the meantime, is there a particular product or feature where additional content for cardholders would be most helpful?
Hi Amanda! Thank you for following up – we are aiming to have the ability to preview a user by end of year! In the meantime, we are working closely with our Solutions team on updating video content – and we will be sure to post here.
Thank you!
Rachel, Product @ Ramp