| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Logging into the Consumer Portal as the Consumer | May 22, 2024 | 0.3 |
DRSP agents can access the Consumer Portal via the Client Dashboard in the CRM, allowing them to better assist consumers and compare data issues. When a consumer contacts an agent for assistance, the agent can see exactly what the consumer does and troubleshoot issues in real-time.
This article includes the following topics:
Setting up permissions
To even have access to login as the consumer, the permission to do so must be activated.
- Go to the Admin tab > click Roles.
- Select the Role you want this permission for from the Roles menu.
- Scroll to the Contacts section and select the Login as Consumer checkbox (see red highlighted box below).
- Click Save at the top left of the page in the Navigation Bar.
Logging in as a consumer
- Go to the contact's Client Dashboard you wish to view.
- On the left side of the page, scroll down to the Customer Portal section.
- Click Login as Consumer.
You should now be looking at the consumer portal.OR
Defining roles and permissions for the Portal
Below is a chart displaying the permissions the DRSP Agents and DRSP Customers have. They are as follows:
Article Version History:
| Version | Effective Date | Description |
| Basic | 10/28/2020 | Initial Release |
| 0.1 | 11/22/2022 | Minor Updates; formatting tweaks |
| 0.2 | 10/26/2023 | Added header and version control footer; refreshed screenshots to improve legibility and better match the current user interface. |
| 0.3 | 05/22/2024 | Refreshed one screenshot to improve readability; no other changes were made. |