View as.
See the portal exactly as a client or a team member does.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Northwind Health · view as
Viewing as Dana Price
You're seeing exactly what Dana sees.
31 / 40h
Hours this month
3
Projects
2
Need her OK
Her sidebar
Home · Projects · Hours · Files
Meetings · Agreements · Docs
Correspondence, Reporting, Settings
How it works.
Pick someone
A client contact or a teammate.
See their portal
Exactly their sidebar, their data, their permissions.
Step back
One click returns you to your own view.
What you get
- Any client, any role
- Logged in Portal activity
- Yours alone
More in always included.
All features →No passwords
A 6-digit code or one-click link by email, good for about ten minutes, locked after five wrong tries.
Roles & permissions
Your client's own team signs in with roles below Admin, each opening only the pages ticked for it.
Portals from the CRM
A company in your CRM becomes a client portal in one click.