Hi,
Is there a simple way that a CRM user can impersonate a Portal user so as to be able to see what they are seeing.
So if a Portal user has an issue, it would be good if a CRM user could log into the Portal without having to reset the password or ask the Portal user their password.
I'm thinking there isn't - but it would be good to know. Thanks
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Unfortunately, there isn't. You can create another contact with similar web roles, but even that doesn't quite work as many portal capabilities rely on the relationships to the contact record.
Nick
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André Arnaud de Cal...
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