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Status Not started
Feedback Type United States
Created by Kate Schaefer
Created on Mar 7, 2023

RELATED IDEAS

Looking for a way to impersonate the client to see what they can see in client portal

Our teams are hesitant to use the client portal because they can't confirm what is visible. Looking for a way to impersonate the client before share access

Workspace Territory United States
  • Admin
    Courtney Powers
    Mar 8, 2023

    Hi everyone! Thank you for this idea! We've assigned this to our team that focuses on the Client Portal, thanks again!

    Reply