There is only one portal for all clients and users see a version of your portal based on the company they belong to and their role within the company. To see a client's portal as a user in that company, you'll need to impersonate a user in that company through a log in process.
Impersonation is built-in throughout CloudRadial and it is accessible from several locations. Impersonations come in three varieties:
- Company Admin - This is a generic company user who belongs to the Admin group and has full administration privileges. In addition, this user has some Partner-level capabilities that are typically indicated by orange icons.
- Company User - This is a generic company user who belongs only to the Everyone group and has limited privileges.
- Specific User - Accessible from the Users view under Partner > Clients, this impersonation works exactly as if you have logged in as this specific user.
Though many client actions can be performed under the Partner tab, many of the client specific actions require you to impersonate a user and access their version of the portal in a new window.
When you close the impersonation browser tab or window, the impersonation session settings are removed.