Customer Portal Questions

Hi, the customer portal automatically filters everything for the customers to restrict to the related business account.  When I’m testing customer portal stuff, I set up a “test” contact and user ID and link them to a customer to be able to test the screens and access rights.  I don’t know if this is specifically in writing anywhere
 

This is a bit similar to when you try to access the Expense Claims or Time Card section of the main system when a user ID is not associated with an Employee record.

If the users (linked to a business account) are not able to access certain forms, you might need to look under the “Hidden” section of the Access Rights by Screen from inside the portal (with the portal admin user access) to update the rights (especially if you create multiple levels of portal access rights).
 

Hi ​@meganfriesen37 If we like to sign into customer portal as an employee to troubleshoot and would like to view all customer orders and information, is there a way to do that? Setting up a “test” contact and user ID and link them to a customer only allows me to see the orders and contracts of that particular customer. Would I need a test contact for all customers? 

I just swap the linked business account on my Test user and that works for me.  Sometime you have to refresh the portal screen to get the new customer info to show up.