Customer Impersonation

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.

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Steps:

1. Log in to your Partner Dashboard.

2. Go to Account Receivable > 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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