Description
Login as Client plugin for RISE CRM
The Login as Client plugin for RISE CRM is a powerful and practical extension that allows administrators and authorized team members to securely log in to any client account without requiring their login credentials. This plugin is designed to improve client support, streamline issue resolution, and help admins view the platform from the client’s perspective — all while maintaining full security and transparency.
Perfect for support teams, account managers, or developers, this plugin enhances customer service by making it easy to replicate issues, guide users in real-time, and ensure a smoother CRM experience.
Key Features:
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Instant Client Access: Seamlessly log in as any client user with a single click from the admin panel.
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Secure Authentication: Performs secure session switching without exposing or needing client passwords.
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View as Client: Experience the CRM exactly as the client sees it — useful for troubleshooting and support.
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One-Click Return to Admin: Easily switch back to your original admin account after viewing the client dashboard.
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Audit Logs: Keeps track of login activities to ensure transparency and accountability.
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Time-Saving Tool: Greatly reduces time spent on back-and-forth communication during support sessions.
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Access Controls: Restrict the ability to use this plugin to specific admin roles for improved security.
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No Password Reset Needed: Bypass the need to ask clients for their passwords or reset access credentials.
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Compatible with RISE CRM Updates: Built to work seamlessly with the latest versions of RISE CRM.
