Project Approvals and Visibility

Hello, 

My organization is working on implementing project management. I am having a hard time visualizing what this process will look like for our clients and technicians, because I have all of the project-related permissions on my account. Is there a way for me to view TDNext or the Client Portal from the perspective of different security roles? I would like to take screen shots from the technician perspective, for use in a Knowledge Base articles, etc. 
I appreciate any help or guidance. 

Thank you, 

Eva C.

Asked by Geneva Cleland on Tue 9/10/24 4:51 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Tue 9/10/24 4:58 PM

Hello Eva,

The best way to do that would be to create yourself a test account that has the technician level access and sign in as that account.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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