ADMIN: Act As Feature

Act As Feature

As Admin, you are able to Act As your agents to see what they are seeing in their individual ClientBAY accounts.

To do this, click your Account Button in the upper right-hand corner and select Act As.

In the window that appears, select which agent you want to Act As and press Ok.

Once you select you will see ClientBAY as if you were logging in as that Agent.

Anything that you create while Acting As, will save under that agent’s account. 

To stop Acting As, select the Stop Acting As button at the top; this will put you back into your own account.

PLEASE NOTE: You are not able to Act As other Admin unless you grant another Admin permission to do so.

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