Viewing the Customer Portal as a Client

Understanding the client's experience in the Customer Portal is essential for guiding them through processes efficiently and troubleshooting any issues they may encounter. By seeing what the client sees, you can offer precise instructions and help ensure that they use the portal correctly. This perspective enables you to provide a higher level of service, helping clients manage their ads, payments, and deadlines without confusion, ultimately improving their overall satisfaction with services.

1. In ARC, navigate to the “Accounts” page on the left-hand side of the screen.
2. Click on the “Accounts” tab found toward the top of the page.
3. Search for the account name in the search field.
   1. Other fields are not required but can be used to help filter your search.
4. Select your account from the list by clicking on the account name.
5. Once you are in the account, click on the “Contacts” tab under the account name.
6. Determine which contact you want to see the customer portal view of.
7. Located on the right side under Customer Portal actions, select “View”. 
8. You can now view the Customer Portal with the same access, permissions, and data visibility as that contact.

How to View Customer Portal from Clients View

This guide will walk you through viewing the Customer Portal from a clients point of view.

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1. Viewing Customer Portal as the Client

There will be occasions when you will need to take a look at the Customer Portal from your client’s point of view and you have the ability to do this in ARC. For example, if your client is experiencing issues uploading their ad, you can switch over to their view to better assist.

2. Click "Accounts"

In ARC click on the Accounts page on the left hand side.

3. Click "Accounts"

Navigate to the accounts section

4. Click on Account Name

Search for the client and click on their Account Name.

5. Click "Contacts"

Access the contacts menu

6. Click "View"

Located on the right side under Customer Portal actions, select View to see the customer portal with the same access, permissions, and data visibility as that contact.

This guide walked you through viewing the Customer Portal from a clients point of view.

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