How can staff preview what a customer sees in the portal
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The written steps below already work. Come back to watch it.
How can staff preview what a customer sees in the portal. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- In the top bar open View as and choose Customer (Portal) (Owner / Administrator only).
- Pick the customer in the second selector that appears.
- Browse the portal as that customer. On Team & notifications, Preview portal as lets you see it as a particular contact, including the read-only Viewer experience.
- Switch View as back to your own role when done.
Tip
Some staff screens also have a "View as customer" button, for example a shared 3D design.