Log In as Client

By Mary Cooper

updated 17 days ago

You can use the Log in as Client feature to find out how things look from the client's side and help them with troubleshooting.

To access the client profile:

  1. Go to Clients, then click the client name in the list. You can also instantly search for clients from the Sidebar on any page by entering their name. 

2. Navigate to Info tab, then click the link next to Log in as Client. Note that the client profile is only available only in read-only mode. If you need to change client details, use your own account instead.

3. Click the Sign out from [Client’s Name] account link to get back to the firm's view of a client profile.

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