Online Portals - Assume Identity

To Launch a Portal

Step     Action

  1.       Select {Settings} and then select {Online Configuration} under Online Ordering section.

  2.       Select a portal by clicking on the desired portal's URL icon.

The portal will launch and open on the Login page.

Assuming Identity on a Portal

Step      Action       

  1.        Login to the portal as an Admin User. You will be brought to an assume identity 

             page after logging into the portal. This allows you to assume the identity of the 

             contact and see the portal as they see it.

Note: A search can be conducted for a specific contact by entering a full or partial contact name, username, 

          and/or customer name in the corresponding fields.

  2.  An identity can be assumed by selecting the Assume Identity icon to the left of the Contact Name.    

           Top-right corner of screen will show you who you are logged in as. Selecting {Assume Identity

           button in the top-right corner will allow you to switch identities.