How to use "Switch To"

The Switch To feature lets website administrators browse the OHS website as if they were a specific member. This is useful when a member needs help completing an action on their account — such as updating their details, checking their subscription, or troubleshooting something they can see but you cannot.

When you switch to a member, you are seeing exactly what they see. The site loads from their perspective, with their account, their membership status, and their dashboard.

All actions are real

Anything you do while switched to a member’s account has real consequences. If you cancel their subscription, it will actually be cancelled. If you update their details, those details will actually change. Treat it as though you are sitting at that member’s keyboard — because effectively, you are.

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How to switch to a member

1. Find the member in WordPress

   Go to Users > All Users in WordPress admin and search for the member by name or email address.

2. Click Switch To

   Hover over their name. In the row of action links that appears below it, click Switch To.

   

3. Browse as the member

   The website will reload and you will now be browsing as that member. Navigate to the members area to see their dashboard exactly as they see it.

4. Switch back

   When you are done, you must switch back to your own account. Look for the Switch back to [your name] link in the bottom-left corner of the page and click it.

   

   Always switch back when you’re done

   If you close the tab or navigate away without switching back, you will remain logged in as that member and will not be able to use the site properly until you switch back. Always use the Switch back link before finishing.