We have a video walkthrough here: https://youtu.be/X88EyqIQT1A
Want to see exactly what your client sees before they log in? You can do this by inviting yourself as a new member using a different email.
Step 1: Go to the account you would like to preview as a client
Click into the portal you want to preview from the accounts homepage
Step 2: Invite yourself
On the right side, find Portal Access
Click Invite
Click Add Member
Enter a different email address (one you didn’t use to sign up)
Add your name
Make sure Notify by email is checked
Click Add Member
Step 3: Open the invite email
Go to the inbox for that email
Find the email with Access Granted
Click Click here for access
Step 4: Log in like a client
Enter your email
Check your email for the login code
Enter the code
What you’ll see
You are now viewing your portal exactly like a client would.
Here’s what’s different:
No admin panel on the left
Simpler layout
Client-focused experience
What to check
This is your chance to test everything before your client sees it:
Tasks
Files
Services
Requests (or onboarding forms)
Live chat (bottom right corner)
Use this anytime you want to double-check your portal before sharing it with clients.