🤸‍♂️"View as customer" feature

Better assist in troubleshooting customer requests by seeing exactly what they see.

Last updated: April 9, 2024

Ever have a customer reach out to you with a CX request about their customer account portal? Help troubleshoot directly by seeing exactly what they're seeing by viewing your customer's accounts as they see them by clicking the View portal as customer from the Customer details page in your Smartrr admin.

To view portal as customer, navigate to the customer's detail page by going to Customers in the left hand sidebar. Find the customer you want to manage and click the row.

Once on the customer detail page, the View portal as customer button is on the right hand side of the page. Click on the button.

Note: If prompted with a login screen for your shop, login with your own shop account credentials. We know, this seems counterintuitive — but trust us. 🤞

Once logged in, you will be able to view the customer's account portal as they see it. You will be able to take any actions the customer can.

To exit the View portal as customer preview, click on the Exit customer view button on the fixed gray bottom bar.