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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 

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Steps

Click on the Login as this customer button.

Select the user to impersonate.

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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.

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Select Back to my account (first option).


Notice that the username on the upper right is changed back to your original login.