Access customer' information

How to access or log in to a customer’s account?

The Agency dashboard allows you to log in to a customer's account to view or troubleshoot their app setup. This is useful for providing assistance or reviewing their configuration directly.

Step 1: Go to the “Customers”

• Navigate to the Customers tab from the side menu

• This section lists all customers along with their activity and account details

Step 2: Search for the customer

• Use the search bar to find the customer by name or email

• You can also apply filters to narrow down the list

Step 3: Open the login option

• Locate the customer you want to assist from the list

• Click the Login as customer button next to their entry

This feature allows you to access the customer’s view without needing their login credentials.

Step 4: Access the customer dashboard

• You will be redirected to the customer's dashboard in a new tab or session

• You can now view their app, settings, and perform actions on their behalf