You will want to navigate to the specific Contact that you want to view. Once there, click on their name, this will take you into their Contact card.

Click the ellipses (three dots) next to the investor's name, then View Portal As.

A new tab will open that replicates what that particular investor will see when they log in to the portal. You will notice the yellow line across the top of the screen making you aware that you are in preview mode for that particular investor.

Video: View the portal as an investor

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The following will show you the portal view from an investor's perspective in Investor Portal 1.0.

You will want to navigate to the specific Contact that you want to view. Once there, click on their name, this will take you into their Contact card.

Click the ellipses (three dots) next to the investor's name, then View Portal As.

A new tab will open that replicates what that particular investor will see when they log in to the portal. You will notice the yellow line across the top of the screen making you aware that you are in preview mode for that particular investor.

Video: Viewing Portal As an Investor

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