This page covers a recorded Lunch & Learn training session (April 15, hosted by ALTA consultant Chad Cipiti) that walks staff through ALTA's websites, third-party software integrations, and the key staff tools for impersonating a customer, buying on behalf of a customer, and using staff-facing features to troubleshoot the customer experience. Anyone on the ALTA team who supports members or manages
ALTA consultant Chad Cipiti on April 15 to acquaint users with all of ALTA’s websites and several integrations with third-party software platforms. Attendees also learned about the various methods to impersonate a customer, buy for customers, and use staff features on the ALTA website to troubleshoot the customer experience.
The one-hour training is available to watch:
This overview document may also be helpful:
Made with DASH A.i.This one-hour session was designed to get staff comfortable with the full landscape of ALTA's web properties and the integrations that connect them to third-party platforms. The second half focuses on practical staff tools — impersonating a customer account, placing orders on their behalf, and diagnosing issues from the customer's point of view.
If you are new to the ALTA team or have never used the "Login As" / impersonation functions before, start with the overview document before watching the full recording — it will give you a map of what to look for.
Made with DASH A.i.The full one-hour training is hosted on SharePoint and is available to all staff with access to the ALTA Microsoft 365 environment.
▶ Watch: ALTA Web Sites & Multiple "Login As" Functions — April 15 Recording
Can't access the link? Make sure you are signed in to your ALTA Microsoft 365 / SharePoint account first. If you still encounter a permissions error, contact your administrator.
Made with DASH A.i.A companion Word document summarising the session is available for quick reference — useful if you want to review key points without watching the full video, or need a written reference to share with a colleague.
📄 4.15 Lunch and Learn Overview.docx
In practice, use the overview document as a quick-reference cheat sheet when you need to remind yourself of the steps for impersonation or "Buy For" without re-watching the entire recording.
A([Need to help a customer?]) --> B{Familiar with\nthe process?}
B -- Yes --> C[Use overview doc\nas quick reference]
B -- No --> D[Watch the full\nrecording first]
C --> E([Impersonate / Buy For\non ALTA site])
D --> C
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