How to view the Customer Portal as another user

Support your customers by logging into the Customer Portal and viewing it as if you're logged in as them!

Product: Customer Portal

Contents

When to use this feature

FireMate provides the ability for FireMate Administrators to log into the Customer Portal as another user. This feature is a huge benefit in that it allows FireMate Administrators to view the exact same version of the Customer Portal that the Customer Portal user can access.

How to view the Customer Portal as another user

To access the Customer Portal as another user:

  1. Locate the Customer that the Customer Portal user is associated to
  2. Select the "Customer Details" tab
  3. From the "Portal Users" section, double-click a user

FireMate will automatically log the FireMate Administrator in, displaying the same view the Customer Portal user has access to.