Impersonate a customer user (Internal)
Learn how to impersonate a customer user to make changes in behalf of a customer.
Caution
Do NOT change anything in a customer's account without them giving you direct and clear permission. It is the best practice to walk the customer through the changes they need to make and ONLY use this as a last resort.
Impersonation of a customer user
Navigation
Customer Account -> Account
Steps
Log in as a Troverlo Admin user.
Enter the Customer's name in the search bar of the Troverlo Portal.
Navigation
Customer Account -> Account -> Actions
Steps
Click on the Login as this customer button.
Select the user to impersonate.
Returning back to the Troverlo user
Steps
Click on the company/user name on the upper right side of the Troverlo Portal.
It will launch a modal on the right side.
Select Back to my account (first option).
Notice that the username on the upper right is changed back to your original login.