You can view the Customer Portal as your Client by going into their Account > finding their Contact > Click "View" under Customer Portal Actions. See more below:
How to View Customer Portal from Clients View
https://embed.app.guidde.com/playbooks/saQTUnjoWQWgvc9jWxfkzh
This guide will walk you through viewing the Customer Portal from a clients point of view.
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1. Viewing Customer Portal as the Client
There will be occasions when you will need to take a look at the Customer Portal from your client’s point of view and you have the ability to do this in ARC. For example, if your client is experiencing issues uploading their ad, you can switch over to their view to better assist.
2. Click "Accounts"
In ARC click on the Accounts page on the left hand side.
3. Click "Accounts"
Navigate to the accounts section
4. Click on Account Name
Search for the client and click on their Account Name.
5. Click "Contacts"
Access the contacts menu
6. Click "View"
Located on the right side under Customer Portal actions, select View to see the customer portal with the same access, permissions, and data visibility as that contact.
This guide walked you through viewing the Customer Portal from a clients point of view.