How to View and Manage Your Team's Work
As Account Owner or Administrator, you have full visibility into your team's activity and the ability to sign in as other users to troubleshoot issues, verify access, or assist with tasks.
Before You Begin
Only Account Owners and Administrators have the capabilities described in this article. Use these tools to support your team — not to micromanage.
Viewing the Team Structure
Click your profile picture and select My Team to see the team organizational chart. This shows all team members, their levels, assigned colors, and their database relationships at a glance.
Signing In As a Team Member
The Sign In button next to each team member's name on the org chart lets you view the system exactly as they see it — their dashboard, their contacts, their available menus, and their permission restrictions.
Use this to:
- Troubleshoot an issue they are experiencing by replicating it from their perspective
- Verify that a permission change worked as intended
- Help them complete a task while staying on their contact record
- Check their setup before they log in for the first time
To sign in as a team member, click Sign In next to their name. To return to your own account, click the profile picture in the top right and select Sign In next your own name.
⚠️ Any actions you take while signed in as another user appear as if they performed them. Be careful when sending emails, editing contacts, or making changes.
Viewing Team Calendars
To see all team members' appointments together, enable calendar sharing first:
Go to Settings > My Team > Manage Team Settings, check Share Calendars with All Members of Team, and click Save.
Once enabled, go to Calendar from the main navigation. Each team member's appointments appear in their assigned color with their initials. Use the day, week, or month view to check availability, spot scheduling conflicts, or coordinate coverage.
If you have the Edit Other Calendars permission, you can click any team member's appointment to modify or reschedule it. Without that permission, you can view but not edit.
Viewing Contacts Across Databases
As Owner or Administrator, you can view contacts in any team member's database — including Independent Users and Power Users with separate databases. Use the database or team member filter in the Contacts area to switch between databases.
This allows you to help a team member find a contact, verify data quality, check for duplicates, or generate reports that include contacts across all databases.
Monitoring Tasks and Deals
From the To-Dos and Deals areas, you can filter activity by team member to see who has overdue tasks, how deals are progressing, and where workloads may be unbalanced. Use this visibility to offer support before problems escalate rather than as a monitoring tool after the fact.
Questions and Answers
Q: Will a team member know when I sign in as them?
A: No. The system does not notify them. However, any actions you take appear as if they performed them, so communicate with your team if you make changes on their behalf.
Q: Can I view a Power User's contacts even though they have a separate database?
A: Yes. Administrators and Account Owners can view all databases including Power Users' separate contact lists.
Q: Can team members hide their work from me?
A: No. As Owner or Administrator you have complete visibility into all databases and activity.
Q: If I send an email while signed in as a team member, who does it appear to come from?
A: It appears to come from them — their name, their email address, their signature. Recipients see them as the sender.
Guide Type: How-To Guide
Estimated Time: 10 minutes