How can I view a portal as an Admin?
As an admin user, to view what a portal will look like for a speaker, sponsor, or exhibitor, follow the steps below:
1. Create and assign tasks, forms, and file requests to your portal(s)
2. Click 'View Portal' from the top-right of your admin screen.
3. Select 'View portal as...' and a pop-up window will appear. Here, enter the name or email of the contact (or group) you would like to preview a portal for.
- For each contact or group that matches your search, their assigned portal will be listed.
[This image needs replacing once the language is updated to 'View' a portal vs complete tasks on their behalf]
4. Select the contact you would like to preview their portal as. This will open the portal in a new window.
NOTE: This is a preview-only mode. Tasks and assignments can be viewed, but not completed.