How to Impersonate a Contact

To imitate a Contact’s experience in the Investor Portal, any user can impersonate a specific Contact after the record has been approved for the first time. Contact impersonation allows an Internal user to view the documents a contact has access to and see all aspects of a Contact’s portal. Contact impersonation is completely passive and is an almost exact mirror of the Contact’s experience.

1. On the navigation menu, click on the ‘CRM’ tab.
2. Search for the contact you are looking for.
3. Click on the Associations tab to filter the results down to just contacts.
4. Click on your desired contacts name.
5. Click the ‘Impersonate’ button in the top right of the page.
6. You are now impersonating the contact. Any changes you make will not impact the real portal.
7. To exit impersonation you must click the exit button on the bottom of the page.