Adding yourself as a client lets you see the client portal exactly as your clients do. Send yourself a request to check a form or letter before a client sees it.
In Seamlss: Settings, Users.
Open UsersAdd yourself #
Open your options
Go to Settings, Users and select the three dots at the end of your row.
Select Add as Client/Contact
A client icon appears next to your name.
Log out and back in
When you log back in, Seamlss asks whether to go to your Dashboard or your Client Area.
Switch between the two
Use Switch next to the Seamlss logo to move between your dashboard and your client portal.
Something not working? #
There’s no Add as Client/Contact
If the menu shows Remove as Client/Contact, you’re already set up as a client.
The Switch button isn’t there
Log out and back in. The change takes effect at your next login.
Still stuck? Contact support and tell us what you see.
