How do I see what my client/sub sees?

You can view what your ClientLink and TeamLink Users are able to see by previewing the Portal. The Preview Portal option can be accessed from the Company Dropdown menu or by right-clicking on the ClientLink/TeamLink Contact when managing your Project Team or viewing your Company Contacts. 

Step-by-step instructions for previewing the Portal can be found here.

Click here for more frequently asked questions (FAQs) regarding the management of ClientLink and TeamLink Users.