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Setup

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 lets you to verify and update information.
note
The
Client Center View
 permission needs to be enabled for you in the
Permission Groups
 screen before you can use this feature.
  1. Select
    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 want 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 close the Client Center view.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff