View Site as a Contact

In many cases, you will want to view the experience of your contacts.  This includes understanding how an investor will be able to view their investments, distributions, and documents on the software.  Or you may want to see the experience of a prospect who is viewing a current opportunity, committing capital, and signing their agreements within Sensr Portal.

To do any of these, you will need to use the View the Site as Contact feature to simulate logging in as a contact. You can view the experience of any of your contacts on Sensr Portal in a few simple steps.

To View the Site as a Contact

  1. Click on the Contacts tab in the main menu

  2. Select the contact whose experience you would like to simulate and click on View Site as Contact next to their name.


  3. Another option is to do this from the contact's profile, by clicking on the View Site as Contact button located in the upper right corner.


  4. You will then be presented with exactly what the contact will see upon login to Sensr Portal.

IMPORTANT: Pay close attention to your actions and proceed with caution, as any actions you take will take effect the same way as they would if the actual contact were doing those actions.