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Overview
Preview your client portal from a specific client's perspective
You can impersonate a certain client in preview mode from the Client Settings item view, or directly from the Client Portal Builder board view where you design and manage your portal. You can choose from previewing the current working draft, or if the portal is published, its current published state.
Client Portal Builder
Preview from the Client Portal Builder view
This feature lets you impersonate and preview the portal right from the main Client Portal Builder app view as a specific client when clicking Preview draft or Preview published portal. Using this is useful when you are working on a new draft and want to quickly check portal content for a certain client.
How to change the current preview client:
- Open the Client Portal Builder board view and the Builder tab
- Click the
▾on thePreview draftbutton - Find and select Change preview client
- Choose a client from the list and click
Set - Click
Preview draftorPreview published portalto impersonate the set client
Client Settings
Preview from the Client Settings view
This is the default and recommended way when you need to quickly check portal content for a certain client. Learn more about how to preview a specific client from within the Client Settings item view.