Owners and admins can open a customer’s portal exactly as that customer sees it, to help them find their way around. On the customer’s page, choose View portal as customer on the portal card. The portal opens in a new tab with an orange banner across the top: Previewing as the customer’s name, and nothing you do there is sent. Paying, approving a bid and sending messages are switched off, and the preview shows only that customer at your company. It lasts an hour; Exit preview ends it sooner. Technicians do not see the button.
- Open the portal as Jane Alvarez.
- Read the preview banner.
- Exit the preview.
Try viewing Ridgeline Electric's customer portal as Jane Alvarez.