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  1. Payments & Invoicing
  2. Managing Customers

Customer Impersonation

PreviousCreate Customer TagsNextPayments and Payouts

Last updated 7 days ago

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The Customer Impersonation feature lets you view the customer portal exactly as your customer sees it. It’s a helpful way to check their experience and guide them through questions or issues more easily.


Steps:

  1. Log in to your Partner Dashboard.

  2. Go to Customers > All Customers.

  3. Search for and select the customer you want to view.

  4. Next to the customer name, click Impersonate Customer.

This will redirect you to a read-only view of the customer’s portal.

Tip: This gives you view-only access to the account. It’s a great way to see what the customer sees, troubleshoot issues, and provide clear guidance.

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