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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

  • Kate Schaefer
  • Mar 7 2023
  • Not started
United States
Workspace Territory United States
  • Admin
    Courtney Powers commented
    March 08, 2023 17:59

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

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