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.

  1. 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.
  2. Select the edit icon for the client or contact whose perspective you wish to view Client Center from.
  3. Select the Client Center Access tab.
  4. 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.
  5. When you've finished viewing Client Center as the client or contact, select Done to exit the Client Center view.

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