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..
Scott Fairbourn commented
So, how does the staff log in when we don't know their password?
That link is useless to us.
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?