Sales
To log in as a client and display their view of the system
- Select “Clients” from the navigation menu.
- Select “Manage Clients”.
- Select the Client’s file you wish to log in as.
- Click the button “More Actions“
- Click “Login as Client“ from the drop-down menu.
- The system logs you in to view the client’s portal.
- Note that you can enable or disable client access to features of the system using “Client Permissions“.
- For more information, please refer to the tutorial “Managing Client Permissions“.
- Note that you can enable or disable client access to features of the system using “Client Permissions“.
- The system logs you in to view the client’s portal.
- Click the button “Return to my Dashboard” once done.