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Client Area

Purpose​

The Client Area is the space where a client user can access information and documents shared by the internal team. The Client Area Management page can be used to control what each client can see, and how administrators can validate the experience before sharing it with the client.

Who uses it​

The Client Area is intended for external client users who need limited access to their own information.

How to Impersonate a Client User​

Administrators can view the application as a client user. This allows the administrator to confirm exactly what the client will see in the Client Area.

To impersonate a client user:

  1. Click the profile icon in the top-right corner.
  2. In the menu, select Client View.
  3. Open the Select Client field.
  4. Choose the client you want to view.

After selecting a client, the application displays the Client Area from that client's perspective.

Exiting Client View​

To return to the administration view, open the profile menu in the top-right corner of the application.

  1. Click the profile icon in the top-right corner.
  2. In the menu, select Admin View.
  3. The application will exit Client View and return to the administrator interface.

After returning to Administration View, you can continue managing internal information.