New Portal - Login As
New Portal - login as. When you login to the fund advisor portal as a fund holder you get kicked out of CSuite as yourself. This will be a nightmare for every user who talks with fund advisors having to sign back into CSuite every time they look at someone else's portal information.
9
votes
Lynn Oltmanns
shared this idea
This was designed on purpose to follow best security protocols. A User could log into CSuite in a different browser when logging in as a fund advisor.