In Enerflo legacy, Super Admin users can cloak into other users by clicking the red key button to login as user on the desired user's profile. For example, EPC admins can cloak into their sales orgs in order to view deals or manage settings. To do this, click Your Roles > EPC > Sales Organizations, click roster next to the desired org, and then cloak into the Admin user. If the cloaking key feature does not work, the sales org has likely disabled cloaking for EPC users.
To return to your admin account, click the user name in the top right and click "Back to Company Admin":
There is no cloaking in V2.
Cloaking and V2 Deals
Cloaking (the red key "login as user" feature) is a legacy-only tool. If you cloak into a user and then try to create or work on a deal, the action may fail or log you out, because deals and proposals live in Enerflo V2, which cloaking does not carry over into.
To work on deals for another sales org, you need a direct V2 login under that org rather than cloaking in. If you regularly manage more than one org, ask Enerflo Support to add your existing user as a user under each additional org via Settings > Org > Users in V2 — this lets one login access multiple orgs' V2 deals without needing to cloak in.
Accessing Leads Across Sub-Organizations
Super Admins can use Enerflo's 'cloak-in' functionality for seamless management across sub-organizations. To proceed:
Navigate to Your Roles > EPC > Sales Organizations.
Locate the target sales organization and click on the Roster button.
Find the desired user and click the red key icon to 'cloak in' as that user.
Once cloaked in, gain access to their leads, deals, and associated settings.