How do you see the user experience for a role you don't have?

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To see the user experience for a role that you don't have, testing as the role is the most effective method. This approach allows you to simulate the experience of a user with specific permissions and access rights associated with that role. By selecting this option, you can understand how the application behaves from that user's perspective, observing the features they can access, the forms they can view or edit, and any restrictions they might encounter.

Testing as a role typically involves enabling a feature within the Quickbase platform that allows an administrator or user with sufficient privileges to preview the interface as if they were another user. This is crucial for ensuring that user permissions are set correctly and that the interface is intuitive for everyone, enhancing usability and functionality.

Other methods may not provide the complete picture. Logging in as that user is impractical if you don't have the credentials. Matching forms to the role involves adjustments that might not accurately reflect the live user experience. Changing your role would alter your own permissions and views, which can lead to confusion and doesn't offer insight into the role of interest. Thus, testing as the role effectively isolates that experience and helps gather the necessary information efficiently.

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