proxy new portal
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 is 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.
The suggestion to login in two browsers, still results in the staff person having to log in repeatedly to CSuite in the second browser.
2
votes
Julie Dowell
shared this idea
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Jillian P.
commented
Why the "Proxy as" from GLM hasn't made its way to the Csuite New Portal has me baffled because that way works and makes sense. What is happening with Csuites Log In As is a disaster!
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Jesika Ellis
commented
This is indeed a NIGHTMARE.