Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Sign In as a User
See what a client, team member or remote member sees by signing in as them.
Sign in as a client, team member or remote member to see exactly what they see, for example to help with a question or check their access. You can go back to your own dashboard at any time.
Overview
This guide shows who can use Sign in as, how to start it, and how to go back.
Who Can Access
The workspace owner can always do this. Other staff need the matching permission in their role: sign in as a client, as a team member, or as a remote member.
Step-by-Step Guide
Choose the person
For a client, open the client and click Sign in as Client; the same option is in the client’s menu on the Clients list. For a team member or remote member, open them under Team Members or Remote Members and click Sign in as user.
Look around as them
Their portal or dashboard opens, with a bar showing who you are signed in as.
Go back
Click Back to Agency Dashboard. The session also ends on its own after 60 minutes.
Good to Know
- You can’t sign in as a co-admin or as the workspace owner.
- It works even when a team member’s status is Pending or on Hold, so you can check their setup before they start.
- Anything you change while signed in as someone is done as that person, so take care.