How Can an Admin Login as a Client?

If you are looking to login to a Clients account as a Clientexec admin, use the following steps:

1. Go to Accounts > Clients.
2. Click on the name of the Client you wish to login as.
3. On the right side you will see a panel open up with Client info.
4. Click on the button that looks like an Eye.

5. You are now viewing the Clients account in Client View mode.
6. Click the Return To Admin View link to go back to the admin area.

Updated on: 10/03/2023