View Onvio Client Center from a client's perspective
From Onvio, you can view the Onvio Client Center from the perspective of a client or contact, which allows you to verify and update information.
Note: The Client Center View permission must be enabled for you in the Permission Groups screen before you can use this feature.
- Choose Setup > Clients to view Client Center from a client's perspective or Setup > All Contacts to view Client Center from a contact's perspective.
- Select the edit icon for the client or contact whose perspective you wish to view Client Center from.
- Select the Client Center Access tab.
- If you're in the Clients screen, select Show Details, then the View Client Center as link; or if you're in the Contacts screen, select the View Client Center as link.
- When you've finished viewing Client Center as the client or contact, select Done to exit the Client Center view.
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