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How to Access an Agent’s Account
How to Access an Agent’s Account
Tyra avatar
Written by Tyra
Updated this week

If you’re looking to see how you’d be able to impersonate your client's account and see what they can view and access from their end then here’s how you can do it. You can also use this to place orders on their behalf.

To get started:

Click on the Seach bar from the upper left hand side

That should show this section where you can type in their name. In this section, you will also be able to search for Orders, Invoices and Team members

Once you’re able to find the agent/client you’re looking for you can now click on Place Order

After doing so, you will be redirected to the order page that client is assigned to:

You may also view their referral code here:

All the listings under their account including it’s status

Through this, you’d also be able to see all the invoices under their account, any balances and credits included

You can also explore the settings on their account:

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