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Impersonate your clients (users)

  • Released / Beta

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Ahmad Basheer

for example if i create an account for someone instead of signing out and login with that user I can just click impersonate I'm magically on that user account

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Activity Newest / Oldest

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Farvin

Status changed to: Released / Beta

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Mathew K

Love this. Need this. I have tried to create a dummy client account to test Plutio features prior to rolling out and implementing additional Plutio features (e.g Client portal) in my business.

Currently had zero success. This feature would be great.


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N. Chloe Nwangwu

This would solve the issue with client notifications too. As it stands, admins can't turn off our client's notifications. So either they get a deluge of emails from Plutio, or our clients have to wade through unfamiliar tech, decide what notifications to keep and which to turn off, and then do so.

Clients almost never do the latter because it's obviously the path of most resistance. So instead, they ignore the emails from Plutio--and miss actually important things in the process.

And then projects extend.


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N. Chloe Nwangwu

This would take care of the issues with notifications. As an admin, we can't control the notifications our clients get. They just get all of them. And I don't know a client who would wade through an unfamiliar system to figure out how to turn off notifications and which ones they should turn off. At this point, I don't even invite clients to the portal anymore. Because the deluge of emails they get from plutio means they don't read emails from me anymore. And that extends timelines


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Farvin

Status changed to: Under review

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Carolyn DeWolf Crummey

So needed!!!! We had this feature in another program and it helped us help our clients navigate since we could see exactly what they see.


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Michael Bridges

Agreed, I was thinking about this today as I was setting up my client dashboards. I wanted to ensure that the clients were seeing what I wanted them to see. I think this would be a great addition to Plutio.


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Kimberley Massi

Suitedash had this - incredibly helpful when people are telling you they can't see certain features to be able to go in and fix yourself instead of wasting a clients time with trial and error


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Danni Green

Agreed. This is a much needed feature


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acrowe

Cashboard App can do this. I would love to have this feature because I would love to move everything I have over to Plutio!


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AustinDW

This would be amazing!


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Bizzistance

It's especially important when setting permissions to ensure that clients are seeing (or not seeing) information as intended.


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