A great way to get familiar with how your clients use the portal is to login as one, which you can do without logging out of your current account! This is done from the Actions section of a Profile's Overview, the Logins tab of a Profile, or the main Admin > Client Logins page. If you haven't created any Logins yet you can create a test one and connect it to a either a real or a test Profile (use a test Profile if you want to do more than look)
- Find the Client Login that you want to login with and click the Actions button (
). Then click Login as Client from the actions menu. - You are now logged in as the client and the portal will only allow you to do what they could do (actions will appear in the Activity Log as the client)
- When you are done click on the actions button beside the client's profile name in the main menu area (top left corner) and then click "switch back".