Customer Impersonation
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Last updated
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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:
Log in to your Partner Dashboard.
Go to Customers > All Customers.
Search for and select the customer you want to view.
Next to the customer name, click Impersonate Customer.
This will redirect you to a read-only view of the customer’s portal.
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