Show details for Impersonate a Customer: See and Use Your Storefront as They Do

Impersonate a Customer: See and Use Your Storefront as They Do

Open your storefront as one of your customers to check their set-up, help them, or place an order on their behalf - and know what can differ from their own screen.

Impersonate a Customer: See and Use Your Storefront as They Do

Open your storefront as one of your customers to check their set-up, help them, or place an order on their behalf - and know what can differ from their own screen.

Guide3 min readVideo7-step guideUpdated 15 Oct 2026

Overview

ImpersonateWhen logged into Infigo as an administrator, you are able to "Impersonate" other customers from the Customer Management screen. lets a store administrator use the storefront as a specific customer. You see their catalogue, prices, basket and account pages, and you can place orders and quotes for them.

What it does

  • Check a customer's set-up - confirm which categories, products and prices a customer or department sees.
  • Help a stuck customer - follow the same steps they are taking, in their basket and account.
  • Order on someone's behalf - add products, check out, or create a quote for them.

How it works

  • Start from Customers > Customer Management (the Impersonate button) or from a customer's Place order (Impersonate) tab.
  • Your session takes on the customer's identity - their roles, departments, catalogue access, pricing, addresses and basket.
  • Finish from My Account > Finish Impersonation to return to your admin session.

Good to know

  • It simulates, it does not mirror. Impersonation reproduces how the storefront behaves for the customer, not their exact screen. You are still signed in as yourself, so some things can differ from what the customer sees: the header and account menu (the impersonation icon and Finish Impersonation are only shown to you); anything that depends on the customer's own sign-in, such as single sign-on, or data filled in automatically from their account in some personalised products; and their device, browser, cached files and cookies.
  • When something only goes wrong for the customer, ask them for a screenshot, or test with a separate test account that has the same roles.
  • Orders you place are recorded against the customer, and the order's Original customer field records you.
  • You can only impersonate customers your administrator role is allowed to impersonate. If Impersonate is greyed out, ask your store's main administrator or Infigo Customer Support.
  • Always click Finish Impersonation before impersonating another customer.
  • Impersonate is different from Emulate User Mode in the MegaEditInfigo's browser-based product personalisation editor, used to build and configure dynamic templates that end users customise online (text, images, clipart, masks, backgrounds, and more). editor, which only switches the editor to customer behaviour while you stay signed in as an administrator.
TipTurn on Add impersonator email to BCC on order notifications in Customer Settings to get a copy of the emails for orders you place for customers.

Step-by-step

  1. Find the customer and click Impersonate

    Go to Customers > Customer Management, search for the customer (for example by Email) and click Impersonate on their row. If the button is greyed out, your administrator role is not allowed to impersonate that customer - see Good to know.

    Customer Management > Impersonate

    Customer Management > Impersonate
  2. Or start from the customer's record

    You can also click Edit on a customer, open the Place order (Impersonate) tab and click Place order. Both routes start the same session.

    Customer > Place order (Impersonate)

    Customer > Place order (Impersonate)
  3. Browse the storefront as that customer

    Your storefront opens as the customer. The small icon next to My Account shows that you are impersonating someone. Everything that depends on the customer now follows their set-up: their roles and departments, the categories and products they can see, their prices, their addresses and their basket.

    The impersonation icon next to My Account

    The impersonation icon next to My Account
  4. Check who you are browsing as

    Open the My Account menu. The first entry is the customer you are impersonating, and Finish Impersonation sits directly underneath.

    The customer's name and Finish Impersonation

    The customer's name and Finish Impersonation
  5. Use the storefront for them

    Browse their catalogue, check their basket, or add products and check out to place an order for them. The order is recorded against the customer, and its Original customer field records the administrator who placed it.

    A category, as the customer sees it

    A category, as the customer sees it

    The customer's own basket

    The customer's own basket
  6. Finish the session when you are done

    Open My Account and click Finish Impersonation to return to your own admin session. Always finish the session before you impersonate someone else or go back to admin work.

    My Account > Finish Impersonation

    My Account > Finish Impersonation
  7. Optional: copy yourself on orders you place

    In Configuration > Settings > Customer Settings, tick Add impersonator email to BCC on order notifications to receive a copy of the order emails for orders you place while impersonating.

    Customer Settings: Add impersonator email to BCC on order notifications

    Customer Settings: Add impersonator email to BCC on order notifications

Video transcript

Overview video

0:00 Impersonating a customer

0:03 Impersonate lets you use your storefront as one of your customers. You see their catalogue, prices and basket, and you can place orders for them.

0:12 You start from the customer list in the admin area, with the Impersonate button on the customer's row.

0:19 The storefront opens as that customer. The icon next to My Account shows that you're impersonating.

0:26 Categories, products and prices follow the customer's own set-up, so you can check what they can order.

0:33 When you're done, Finish Impersonation in the account menu takes you back to the admin area.

0:40 It simulates the customer's session, rather than copying their exact screen, so a few things can look different. The step-by-step guide on this page explains the details.

Step-by-step video

0:00 Impersonate a customer

0:03 In this tutorial we'll impersonate a customer: open the storefront as them, check what they see, and return to the admin area.

0:11 Go to Customers, then Customer Management. Search for the customer, for example by email, and click Impersonate on their row. If the button is greyed out, your role isn't allowed to impersonate that customer.

0:24 You can also edit the customer, open the Place order tab, and click Place order. It starts the same session.

0:32 The storefront opens as the customer. The small icon next to My Account shows that you're impersonating someone.

0:40 Open My Account. The first entry is the customer's name, and Finish Impersonation sits just below it.

0:47 Browse as normal. Categories, products and prices follow the customer's roles and department.

0:54 The basket is the customer's own. You can add products and check out to place an order for them.

1:01 When you're done, open My Account and click Finish Impersonation to return to your own session.

1:07 Optionally, in Customer Settings, tick Add impersonator email to BCC on order notifications, to get a copy of order emails for orders you place.

1:17 Remember that impersonation simulates the customer's session. Things tied to their own sign-in, device or browser can look different, so if something only goes wrong for them, ask for a screenshot.

Search terms

Alternate Search Phrases
impersonateimpersonationimpersonate customerplace order for customerlog in as customeract as customerfinish impersonation
Guide | Impersonate a Customer: See and Use Your Storefront as They DoLast updated: 15 Oct 2026
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