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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. 

Screenshot 2025-08-29 at 16.18.20

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.

Screenshot 2025-08-29 at 16.20.14[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.

Screenshot 2025-08-29 at 16.26.00

 

NOTE: This is a preview-only mode. Tasks and assignments can be viewed, but not completed.