Overview
The Support Proxy page is an internal support tool in Recruit that lets authorized support employees search for users and companies, impersonate users for troubleshooting, manage verified company NMLS IDs (Book of Business), adjust opportunity sync credits, and toggle company-level feature flags.
Key capabilities:
- Proxy View (View As): Impersonate any Recruit user to see the app exactly as they do.
- Book of Business: Assign verified company NMLS IDs to a user so they can export loan officer transactions for those companies.
- Sync Credits: View and adjust a user's opportunity sync credit balance (0–200).
- Company Features: Enable or disable company-level feature flags (e.g., Opportunities Beta) for all Recruit users in a company.
Accessing Support Proxy
Support Proxy is available only to users marked as support employees. This access is not configurable in the UI - it must be set directly in the database.
Access Requirements
| Requirement | Details |
|---|---|
| Database field | The user's support_employee boolean on the users table must be set to true. |
| How to enable | Updated manually in the database by an engineer or database administrator. There is no self-service UI for this setting. |
| Default value |
false for all users. |
| What happens without access | The Support Proxy menu item is hidden, and navigating directly to /support/proxy/ redirects to a 404 page. |
How to Open Support Proxy
- Log in to Recruit with a user account that has
support_employee = true. - In the left sidebar navigation, click Support Proxy.
- The page loads at /support/proxy/ with the Users tab selected by default.
Figure 1: The Support Proxy menu item in the left sidebar (visible only to support employees).
Page Layout
The Support Proxy page has a search area at the top, two tabs below it, and a data table with pagination at the bottom. The description text above the search bar changes depending on which tab is active.
| Tab | Description Text | Search Placeholder |
|---|---|---|
| Users | Search for a user by name or email, filter by company UUID, manage verified companies, sync credits, or masquerade. | Search by name or email... |
| Company Features | Manage company feature flags. Enabled features apply to all Recruit users in that company. | Search by company name or UUID... |
Figure 2: The Support Proxy page with the Users tab, search bar, company UUID filter, and user table.
Users Tab
The Users tab lists Recruit users in a sortable, paginated table. Use it to find a specific user and perform support actions on their account.
Searching and Filtering Users
- Search by name or email: Type in the search field. Results update automatically after a brief delay. Matching is performed against the user's first name, last name, and email address.
- Filter by company UUID: Use the dropdown to the right of the search bar. Start typing a company UUID to see matching companies, then select one to limit results to users in that company. Clear the filter to show all companies again.
- Blank search: Leaving the search field empty shows a paginated list of all users (25 per page by default).
Users Table Columns
| Column | Description | Sortable |
|---|---|---|
| User | Avatar and full name (first name + last name). | ✓ |
| The user's login email address. | ✓ | |
| Company UUID | The UUID of the company the user belongs to. Shows "-" if not set. | ✓ |
| Role | The user's role: Collaborator or Manager. | ✓ |
| Credits | The user's current opportunity sync credit balance (0–200). Each opportunity sync consumes 1 credit. | ✓ |
| Action | Three action buttons: View As, Verified Companies, and Edit Credits. | - |
User Actions
Each row in the Users table has three action buttons in the rightmost column:
| Action | Purpose |
|---|---|
| View As | Impersonate the user (Proxy View). See the Proxy View section below. |
| Verified Companies | Manage the user's verified company NMLS IDs for Book of Business. See the Book of Business section below. |
| Edit Credits | Adjust the user's opportunity sync credit balance. See the Sync Credits section below. |
Figure 3: The Action column showing View As, Verified Companies, and Edit Credits buttons.
Proxy View (View As)
Proxy View lets a support employee impersonate another Recruit user to troubleshoot issues, verify permissions, or confirm what the user sees in the application.
How to Impersonate a User
- On the Users tab, find the user you want to impersonate using the search bar or company UUID filter.
- Click View As in the Action column for that user's row.
- The page reloads and you are redirected to the Dashboard, now viewing the app as the impersonated user.
Masquerade Indicators
While impersonating a user, several visual indicators confirm you are in Proxy View:
- Yellow banner at the top: Displays "You masquerade as [User Name]" with a Stop masquerade button.
- Profile in the header: Shows the impersonated user's name, avatar, and role - not your own.
- Navigation and data: Sidebar menu items, dashboard widgets, lists, and other content reflect the impersonated user's permissions and company.
Figure 4: Proxy View in action - the yellow masquerade banner, impersonated user profile, and their dashboard data.
What Matches the Impersonated User
| Data Type | Behavior During Proxy View |
|---|---|
| Settings (selected columns) | Loaded from the database - reflects the impersonated user's saved column preferences. |
| Lists | Loaded from the database - shows the impersonated user's lists. |
| Permissions & navigation | Determined by the impersonated user's role and company feature flags. |
| Dashboard data | Scoped to the impersonated user's company and access level. |
| Active filters | Not loaded from the database. Filters are stored in the browser's local storage. If the impersonated user reports filter issues, filters must be set manually during the session. |
How to Stop Masquerading
- Click the Stop masquerade button in the yellow banner at the top of the page.
- The page reloads and you are returned to your own account with your original permissions restored.
While a masquerade session is active, all View As buttons on the Support Proxy page are disabled to prevent nested impersonation. Stop the current masquerade session before impersonating a different user.
Book of Business (Verified Companies)
Book of Business is a feature that allows Recruit users to export loan officer transactions as a CSV file. A user can only export transactions for loan officers whose current company NMLS ID is included in that user's list of verified company NMLS IDs.
How It Works
- Each user has a
verified_company_nmls_idsfield in the database - an array of company NMLS ID strings. - When a user navigates to a loan officer's Transactions tab, the system checks whether the loan officer's current company NMLS ID is in the user's verified list.
- If there is a match, the Export Transactions button appears on the Transactions tab.
- If there is no match (or the list is empty), the Export Transactions button is hidden.
How to Assign Verified Companies to a User
- On the Support Proxy Users tab, find the target user.
- Click Verified Companies in the Action column.
- The Verified Companies dialog opens, showing the user's email and a text field for company NMLS IDs.
- Enter one or more company NMLS IDs as comma-separated values (e.g.,
12345, 67890). - Click Save. A success notification confirms the update.
- Click Cancel to close the dialog without saving changes.
Figure 5: The Verified Companies dialog for entering comma-separated company NMLS IDs.
Using Export Transactions (End-User Flow)
After verified company NMLS IDs have been assigned, the user (or a support employee impersonating them via Proxy View) can export transactions:
- Navigate to a Loan Officer Profile whose current company NMLS ID is in the user's verified list.
- Click the Transactions tab.
- Confirm the Export Transactions button is visible in the toolbar (top right of the transactions table).
- Optionally apply filters or change the time period before exporting.
- Click Export Transactions. A CSV file named
loan-transactions-[NMLS].csvdownloads to your browser.
Figure 6: The Export Transactions button on a loan officer's Transactions tab (visible when the user's verified companies include the loan officer's company NMLS).
Use Proxy View to impersonate the user after assigning verified companies, then navigate to a loan officer profile to confirm the Export Transactions button appears as expected.
Sync Credits (Edit Credits)
Opportunity sync credits control how many times a user can sync opportunities. Each sync consumes 1 credit. Credits are managed from the Support Proxy page.
Credit Rules
| Rule | Value |
|---|---|
| Minimum credits | 0 |
| Maximum credits | 200 |
| Default credits | 200 |
| Cost per sync | 1 credit |
| Effect of 0 credits | The user cannot sync opportunities until credits are restored. |
How to Edit a User's Credits
- On the Users tab, find the target user.
- Click Edit Credits in the Action column.
- The User Credits dialog opens, showing the user's email and their current credit balance.
- Enter a new value in the Credits (0–200) field, or use a quick-action button:
- Reset to 200 - sets the field to the default maximum (200 credits).
- Set to 0 - sets credits to zero. A confirmation dialog warns that the user will not be able to sync opportunities.
- Click Save to apply the change. The Credits column in the table updates immediately.
- Click Cancel to close without saving.
Figure 7: The User Credits dialog with the credit input field and Reset to 200 / Set to 0 quick-action buttons.
Company Features Tab
The Company Features tab lets support employees search for companies and toggle feature flags that apply to all Recruit users within that company.
Searching Companies
Switch to the Company Features tab. The search bar placeholder changes to "Search by company name or UUID...". Type a company name or UUID to filter the results. Leaving the search blank shows a paginated list of all companies.
Figure 8: The Company Features tab with search bar, company table, and Manage Features action.
Company Features Table Columns
| Column | Description | Sortable |
|---|---|---|
| Company | Company name. | ✓ |
| Company UUID | The company's unique identifier. | ✓ |
| Recruit users | Number of Recruit users associated with the company. | ✓ |
| Features | Tags showing currently enabled features (e.g., Opportunities Beta). Shows "None" if no features are enabled. | - |
| Action | Manage Features button to open the feature management dialog. | - |
How to Manage Company Features
- On the Company Features tab, find the target company.
- Click Manage Features in the Action column.
- The Company Features dialog opens, showing the company name, UUID, and a list of available features with toggle switches.
- Toggle a feature on or off using the switch next to its name. When disabling a feature, a confirmation dialog warns that all users in the company may lose access.
- Changes take effect immediately. A success notification confirms the update, and the Features column in the table reflects the new state.
- Click Close when finished.
Figure 9: The Company Features dialog showing the Opportunities Beta toggle for a company.
Currently Available Features
| Display Name | Internal Name | Description |
|---|---|---|
| Opportunities Beta | opportunities-beta |
Enables the Opportunities section in Recruit (search and lists) for all users in the company. When disabled, the Opportunities menu item is hidden. |
Feature flag changes apply to every Recruit user in the company immediately. Disabling a feature (such as Opportunities Beta) removes access for all users in that company, not just a single user.
Permissions Summary
| Action | Support Employee | Manager | Collaborator |
|---|---|---|---|
| Access Support Proxy page | ✓ | ✕ | ✕ |
| View As (from Support Proxy) | ✓ | ✕ | ✕ |
| View As (from User Profile) | ✓ | ✓ | ✕ |
| Manage Verified Companies | ✓ | ✕ | ✕ |
| Edit Credits | ✓ | ✕ | ✕ |
| Manage Company Features | ✓ | ✕ | ✕ |
| Export Transactions (Book of Business) | Only if verified company NMLS IDs are assigned to the active user account | Only if verified company NMLS IDs are assigned | Only if verified company NMLS IDs are assigned |
Support Proxy access is controlled exclusively by the support_employee database flag. Being a Manager does not grant access to the Support Proxy page - managers can impersonate users from the User Profile page only.
Frequently Asked Questions
I don't see the Support Proxy menu item. Why?
Your user account does not have support_employee set to true in the database. Contact an engineer or database administrator to enable this flag on your account.
The impersonated user's filters look different from what they described. Why?
Active filters are stored in the browser's local storage, not the database. When you impersonate a user, you see your browser's filter state - not theirs. To reproduce their filter issue, manually select the filters they describe during the Proxy View session.
I assigned verified companies but the Export Transactions button still doesn't appear. Why?
Verify that the company NMLS ID you assigned exactly matches the loan officer's current company NMLS ID (found on their profile under company info). The match must be exact. Also confirm you are viewing the app as the correct user (either logged in as them or impersonating them via Proxy View).
The View As button is grayed out. Why?
You are currently in an active masquerade session. Click Stop masquerade in the yellow banner at the top of the page, then return to Support Proxy to impersonate a different user.
What happens when a user's credits reach 0?
The user cannot sync any more opportunities until their credit balance is restored. Use Edit Credits on the Support Proxy page to reset their balance (e.g., click Reset to 200 in the User Credits dialog).
What happens when I disable a company feature?
All Recruit users in that company immediately lose access to the disabled feature. For example, disabling Opportunities Beta hides the Opportunities section from the sidebar for every user in that company.
Does a masquerade session expire?
Yes. Masquerade sessions expire after 1 hour. After expiration, the session ends automatically and you are returned to your own account on the next page load.
Quick Reference Summary
| Task | How To |
|---|---|
| Open Support Proxy | Left sidebar → Support Proxy (requires support_employee = true) |
| Search for a user | Users tab → Type name or email in search bar |
| Filter users by company | Users tab → Select company from Filter by company UUID... dropdown |
| Impersonate a user | Users tab → Find user → Click View As |
| Stop impersonating | Click Stop masquerade in the yellow banner at the top |
| Assign verified companies | Users tab → Find user → Verified Companies → Enter comma-separated NMLS IDs → Save |
| Export transactions (as user) | Loan Officer Profile → Transactions tab → Export Transactions |
| Adjust sync credits | Users tab → Find user → Edit Credits → Set value or use quick-action → Save |
| Reset credits to default | Edit Credits dialog → Click Reset to 200 → Save |
| Toggle a company feature | Company Features tab → Find company → Manage Features → Toggle switch → Close |
| Search for a company | Company Features tab → Type company name or UUID in search bar |