Viewing the Community Portal as a different community member

Note: Contact the Synergetic administrator if you need to view the financial details of the different community member you are impersonating. The administrator will enable Group/User SELECT security access to the DEB|DebtorMaint setting.

To view the Community Portal as a different community member:

1. Open the Member Manager window. See Impersonate User Login window.
2. Search for a community member by:
   • Community surname
   • Community given name
   • Community ID.

     Tip: Search using the Community ID to automatically login as the linked user.

3. Filter the search by constituency if necessary.

   Note: Selecting Show Database logins only field will filter the list to only include IDs with Community Portal logins stored in the Synergetic database.

4. Select a grid entry.
5. Click Login As in the Login column.

   A confirmation message is displayed on the Member Manager window and the Community Portal pages are displayed as the selected community member sees them.

   

   

Last modified: 24/09/2014 9:30:11 AM