Act on behalf of an organisation

Use Act on behalf when an organisation asks for hands-on help: importing a list, setting up a register, fixing a setting. Only a Super admin can, and only with a reason.

Before you start

• Get the organisation's agreement first (for example on a support call) and note it in the reason.
• The organisation can't be suspended. Reinstate it first if it is.

How to act on behalf

1. 1Step 1: Open Organisations and select the organisation.
2. 2Step 2: Under Act on behalf, write the Reason (the organisation sees this), at least 10 characters. For example: requested by the admin on a support call to import their volunteer list.
3. 3Step 3: Set the Time limit (minutes): 5 to 60, 30 by default.
4. 4Step 4: Select Act on behalf. You land in the organisation as its admin.
5. 5Step 5: Do the work, then select End now in the red banner.

What happens next

• A red banner shows on every page: Acting on behalf of the organisation, your name, the reason, when it ends, and that everything is in both audit logs.
• It ends itself at the time limit, even if you forget. Start again if you need longer.
• Starting, ending (or expiring) and everything you do are recorded in the platform audit log and the organisation's own audit log, under your name.
• The organisation's Act-on-behalf history lists each session: when, who, why, and whether it ended or expired.
• You're not asked to accept the terms for them while acting on their behalf.

Common questions

• Can Support or Billing do this? No. Only a Super admin.
• Can I just look at a register without acting on behalf? Compliance officers and Super admins can open a read-only register from Organisation health for organisations with Managed Service on. That view is recorded in the organisation's audit log too.