/
Viewing AgilePort as a Client
Viewing AgilePort as a Client
MetaField users that have been granted the 'AgilePort Login/Preview' role can login to AgilePort using their existing MetaField credentials and view the site as your customers would see it. To do this, first navigate to your AgilePort site and login. To login, use the email address tied to your MetaField account along with your MetaField login password. Once you have logged in, there is a button below your name in the upper-right corner called View As. Select this button and choose an AgilePort user from the list. You will now see the same projects and report types as the user you selected.
When you are done viewing the site as your customer, select the View as me button. This will return the screen to its original state.
, multiple selections available,
Related content
Giving or Removing Access to AgilePort
Giving or Removing Access to AgilePort
More like this
Administering Users and Subscriptions
Administering Users and Subscriptions
More like this
Roles
Read with this
AgilePort For Client (External) Users
AgilePort For Client (External) Users
More like this
MetaField
MetaField
Read with this
Making Reports Visible in AgilePort
Making Reports Visible in AgilePort
More like this