Preview your app
as any role
See the application from another user type’s perspective, so you can verify navigation, permissions, and default configurations before sharing it.
What “Use as Role” does
It changes the application view and available controls to match the selected role. It does not edit the role definition itself.
Video walkthrough
Try it in three steps
Open Settings
Open the workspace menu in the top-left corner, then select Settings.
Go to Roles
Select Roles to see the user roles configured for the application.
Select the eye icon
Choose the eye icon beside the role you want to test. The app will open using that role’s view and access.
Make the preview useful
Choose the right role
Test each distinct user type, especially roles with restricted access or custom defaults.
Use a test record
Validate forms and actions with non-production data whenever the role can create or edit records.
Check navigation
Confirm that expected pages and tables are visible, while restricted areas stay hidden.
Verify key actions
Test the essential view, create, edit, and approval actions required by that role.
Common questions
I can’t see the eye icon. What should I check?
Confirm that you are in Settings → Roles and that your current account has permission to manage or preview roles. Ask an administrator if the control is unavailable.
Does previewing a role change its permissions?
No. Opening the preview does not rewrite the role. To change access, return to the role settings and edit the permissions intentionally.
What should I test in each role?
Check navigation, visible tables and pages, default views, form access, record-level restrictions, and the core actions that user type performs.