Client Impersonation
Client Impersonation allows agency users to temporarily log in as a client and view their portal exactly as the client sees it. This helps with troubleshooting, support requests, onboarding, and verifying client-side configurations—all without needing their password.
When impersonating, the agency user experiences the client’s full environment including visibility rules, permissions, services, files, and billing views that belong to that specific client account.
What You Can Do
With Client Impersonation, authorized agency users can:
Access a client’s portal exactly as the client would see it
Review client-side data such as tasks, files, invoices, orders, and subscriptions
Validate visibility settings, sidebar setups, and permission restrictions
Troubleshoot issues reported by the client
Assist the client with configuration or navigation
Test workflows without needing to create a new test account
Who Can Use This
Client Impersonation is available to:
Super Admin
Admin
Manager
Getting Started
To impersonate a client:
Go to Clients from the left sidebar
Select a client from the list
You will land on the Client Details page
Click the Impersonate button located at the top-right of the profile section
Once activated, you will immediately switch into that client’s portal view.
How It Works
When impersonation begins, the interface changes to match the client’s portal layout
Only the features enabled for that specific client will be visible
You can navigate the portal normally to review issues or test settings
A visible banner or indicator will show that you are impersonating
When finished, simply click Switch Back to return to your agency account
Important Notes
Impersonation does not require the client’s login credentials
All interactions inside impersonation follow client-level permissions
Sensitive admin-only settings remain inaccessible
Any actions taken (creating tasks, uploading files, etc.) will be logged under the client’s account
Use impersonation responsibly for support and verification purposes
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