Viewing as a person now shows the pages their own permissions open
Viewing the platform as a specific person is meant to reproduce their point of view exactly. It did that everywhere except one place: if you had given that person a permission their role does not normally hold, the pages that permission protects still turned you away and sent you back to their home screen — even though the same person reached those pages perfectly well in their own session.
That gap is closed. Viewing as a person now resolves their permissions, individual grants included, so what you see is what they see.
What it looks like
Grant one customer success manager the proposal permissions and view the platform as them: the Proposals list page opens, the Open button on each row lands, and the Proposals section on a lead is there — the same capability they have when they sign in themselves. Before, only the sections inside a lead appeared and the list page bounced you.
What has not changed
- Viewing as a role still shows the role, and nothing more. Picking a persona rather than a named person gives you that role’s standard permissions with nobody’s individual grants behind it — which is what makes it a clean test of what the role itself holds.
- Nothing opens that you did not grant. Viewing as someone never widens their access with your own administrator permissions, and every page still checks the permission when it loads.
- View As is unchanged in every other respect — admin only, never across tenants, and every action recorded against both you and the person you are viewing.
Where to check who can reach what
Settings → Scope and licences lists the pages each role can open, and lets you grant or remove a permission for one person. A page opened by an individual grant is reachable by that person, and now by anyone viewing the platform as them.