View Onvio Client Centre from a client's perspective
From Onvio, you can view the Onvio Client Centre from the perspective of a client or contact, which allows you to verify and update information.
Note: The Client Centre View permission must be enabled for you in the Permission Groups screen before you can use this feature.
- Choose Setup > Clients to view Client Centre from a client's perspective or Setup > All Contacts to view Client Centre from a contact's perspective.
- Select the edit icon for the client or contact whose perspective you wish to view Client Centre from.
- Select the Client Centre Access tab.
- If you're in the Clients screen, select Show Details, then the View Client Centre as link; or if you're in the Contacts screen, select the View Client Centre as link.
- When you've finished viewing Client Centre as the client or contact, select Done to exit the Client Centre view.