IMPORTANT: In order to access the Client View (or “User View”), you’ll need to add yourself to that module by editing your administrative profile. Please review these instructions.
Please note, once the module is added, it will take approximately 15 minutes before you will be able to switch to the Client/User View from your admin profile. You also may need to refresh your browser, or log out and log back in.
Switching to Client View will easily take you into the user portal and back to the administrator view. While you are in the Client View, you will see how everything looks to a client.
- To access the client view:
- Go to the My Profile Menu (the green profile icon at the top right), then click “Switch to Client View”.
- To return to the administrator view
- Click on “Switch to Administrator View” (between the “Help” and “Logout” buttons)
Tip: If you would like to ensure you or other admins, that are not actually clients, are not captured in your reporting. You may want to consider changing your ‘Date Joined’ to be outside of any possible reporting date range (ex. Before you purchased Better Impact).