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:
Go to Accounts > Clients.
Click on the name of the Client you wish to login as.
On the right side you will see a panel open up with Client info.
Click on the button that looks like an Eye.
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You are now viewing the Clients account in Client View mode.
Click the Return To Admin View link to go back to the admin area.
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Go to Accounts > Clients.
Click on the name of the Client you wish to login as.
On the right side you will see a panel open up with Client info.
Click on the button that looks like an Eye.
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You are now viewing the Clients account in Client View mode.
Click the Return To Admin View link to go back to the admin area.
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Updated on: 10/03/2023
Thank you!