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.