Effective Date: 11/23/2022
DRSP agents can access the Consumer Portal via the Client Dashboard in the CRM allowing them better to assist consumers and compare data issues. When a consumer contacts an agent for assistance, the agent will be able to see exactly what the consumer does and troubleshoot issues in real time.
This article includes the following topics:
Setting up permissions
In order to even have access to login as the consumer, the permission doing so must be activated.
- Go to the Admin tab > click Roles.
- Select the Role you want to have this permission for from the Roles menu.
- Scroll down to the Contacts section and select the Login as Consumer checkbox (see red highlighted box below).
- Click Save which is located at the top left of the page.