Owners and admins can open a session as another user to troubleshoot what that person sees. This is useful when a customer reports a missing order form or a team member cannot find an appointment.

## View a Team Member's Workspace

1. Open **Team**.
2. Find the team member and select **View As**. This option is available to the workspace **Owner** and **Admin** roles.
3. The workspace reloads with that member's menu and permissions.

## View a Customer's Portal

You can start a customer portal session from either place:

- **Customers**: select **View As** on the customer's row. It appears only when the customer has a portal login.
- **Customer Portal**: in **Customer Logins**, select **Log In As** for that login.

## Return to Your Own Account

Select **Exit Impersonation** in the top bar. In the customer portal, use the portal's **Exit Impersonation** or **Back to Workspace** control.

## Good Practices

- Use View As to look, not to act. Actions you take may be recorded and can affect real records, such as placing an order or changing settings.
- Platform owner access is blocked while you are viewing as someone else. Exit first before using any administrator-only tools.
- If a customer cannot see an order form, check the form's **Customer Access** settings rather than changing their account. See [Publish and Share an Order Form](https://help.remediahub.com/hc/help-center/articles/publish-an-order-form).

## Related Guides

- [Understand Team Roles and Access](https://help.remediahub.com/hc/help-center/articles/roles-and-access)
- [Configure Customer Portal Access](https://help.remediahub.com/hc/help-center/articles/configure-the-customer-portal)