Introduction
As Secretariat Team users you will sometimes be asked by people who you have granted management portal access why certain information is or is not shown in their portal, or how to use certain functionality. For some people in your organisation, you may also want to 'preview' what their management portal will look like before granting them access.
Viewing someone's management portal
Viewing the portal of an existing management portal user
To view the portal of someone you have already granted management portal access in boardcycle:
navigate to the People tab of the relevant company
click the email address of the relevant person in the Access column
Previewing before granting access
You can also preview someone's management portal before granting them access to the management portal. To do this, you should add that person's email address to their profile on the People tab, but leave their boardcycle access as "None". Once you have done that, you can access their management portal in the same way as described above.
Viewing and acting in someone's management portal
Once you have opened someone's management portal from the People tab, you will see exactly what they will see when they log into the portal, subject to your access rights (for example, if they have access to companies that you do not have access to, you will not have access to those companies). This includes that you will be able to see their actions and add/edit status updates in the same way that they would be able to do in the management portal - however any additions or edits to status updates made by you via someone else's management portal will still be recorded as having been done by you in boardcycle.