Allow access for users (staff) to see "Customer online profile link"
Once we add a Portal User to a customer account, we can no longer click the link next to "Customer online profile link" to review a customer's profile with them. It is necessary for us to do this at times. Please add permissions so that users (staff) can also click this link without having to know a customer's username and password. Thank you. :)b
Hi Tracy – It’s just your account URL+ /my_profile/user_login
It’s the same for everyone..
Traci McMahan commented
Hey there Troy. Thanks so much for the feedback. I appreciate it. I am still a bit confused though. When I click on "Link" next to "Customer online profile link:", for any of my customers that also have a Portal User setup, it asks me for login credentials. It will not let me use my own login credentials to see a customer's online profile. If this is the case, I would have to add myself as a contact on the customer's account and then create a portal user for myself as well, to be able to view their online profile, correct?