I just "deployed" a client but the "login" button has not showed up on the contact card.
Re: Login not showing up after deploy
Posted: Mon Apr 11, 2016 1:01 pm
by JohnB
Could you provide me with the name of the client you are working with so I can look into this for you?
Re: Login not showing up after deploy
Posted: Tue Apr 12, 2016 9:19 am
by Gchild1730
Jacquelyn Gutc with Magpie Media
Thank you!
Re: Login not showing up after deploy
Posted: Tue Apr 12, 2016 9:49 am
by JohnB
When I look into this, I do not see any issues, so I would love to see exactly what you're seeing on your screen. Whenever you have the available time, if you could click on the Support button and start a screenshare, I'd be happy to work with you and figure out what is happening.
This video discusses starting a screenshare starting at 2:55
Re: Login not showing up after deploy
Posted: Tue Apr 12, 2016 4:56 pm
by JohnB
I had the chance to look into this a little bit more and realized a screenshare is unnecessary. To view the login button, you will need to edit your user permissions. Since you cannot edit them yourself, you will need another user to login to your console and follow these steps:
Go to Settings->Users and click on your Username to edit your permissions
Go to the tab titled Client Login Permissions
Make sure all the clients you need are checked, or you can simply hit Check All
Remember to hit Save to save your new user settings
Once you have the permission to login to your client, you should be able to view the login button on their CRM record