View client portals through NetFirm CS administration

If your firm's NetFirm CS administrator gives you permission to view client portals as the user, you can view client portals with all of the functionality available to the NetClient CS user.
  1. In the
    Admin
    tab of the navigation pane, select
    Users
    in the NetClient CS section.
  2. In the Users list, enter any part of the user's name or login in the
    Find
    field, then select the user's name.
  3. Select
    View Portal
    .
    The client portal opens. NetFirm CS displays a red bar at the top of the screen to indicate that you're viewing the portal as the user.
  4. Select
    Done
    in the red bar. NetFirm CS returns you to the permissions screen for the NetClient CS user.
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