Calvin Correli I see the point you are making about it getting complex. But great that you open the discussion anyway!

Here are three other things that come to my mind:

* View and adjust notification settings

* View and edit their profile page settings

* View how they see their billing and purchase pages

Admin access to "impersonate" a customer opens a lot of powerful access, and this is the better alternative to getting their username/password and logging in as them to assist / support them.

One way could be to have this done on a per-request-basis, so that people get a special link that they need to click, and that then gives a specific Simplero Admin full access (including making changes) for a time-limited window. It could be recorded in the activity log that the admin access permission was granted. Then it is up to the Simplero admin to step carefully.

This way, handing over admin access would happen with the customer's full consent and agreement, so we see it as a support tool and not something that allows an admin to peek into every customer's account at any time, without the user's consent or knowing.

Once a customer grants permission, then unlimited access is given. Could that make it less complex?

Tue Olesen The problem with a number of these things are that logins are global in Simplero, not isolated to your account, so there's no way we can let you edit their profile or access anything that crosses accounts.

What gives you a need to manage their notifications or profile for them?

You do have a "view purchase as" link that shows you exactly that.

Calvin Correli I get it - we'd want to limit the admin access to the current Simplero account. Otherwise we're opening op a whole set of new concerns.

When i asked about managing their notifications or profile, it is to help them audit their profile and notification settings and possibly make changes that they may be confused about (but i can make for/with them super quick).

It could be relevant while they are on the phone or in an 1-1 online meeting, with a support question.

Calvin Correli Thanks for opening this discussion further.

The three main aspects of this that I'd like to see include:

1) I would like to be able to see the lists that a customer is signed up for, and how those lists are shown to them.

2) How a membership site appears for individual customers . (I use sections on pages that are only visible for customers with X tag, for example, and would like to see what they can/can not see).

3) Courses - would like to see if a customer can see drip-fed/scheduled lessons,

Calvin Correli seconding Ryan Henderson’s approach. These are the specific things that would help me better support my clients.

Calvin Correli , I would just like to see what courses, modules and lessons a given customer has access to.

Not everyone has access to everything in my courses, e.g.

* sometimes customers get a bonus ( = access to more), but other customers don't.

* Sometimes a customer stops for a while and comes back (it's a subscription), and I cannot check what old/new material they have access to.

It can get a bit messy, and it would be nice to be able to see which courses, modules and lessons each customer has access to.

Ryan HendersonSuper helpful.

#1 you can already see on the Contact page, no? Not sure what you mean by "how those lists are shown to them" but there's a "see as" link on the Contact. Is that what you mean?

#2 and #3 are either hard, unclear, or impossible today, but your need is clear to make and makes perfect sense.

Calvin Correli Here is an example form the other main software we use and has a login capability as the user. I am only a couple of days into my account here and your support team has already logged in and added products, examples content inot my site. We are basically admins of our "software" we pay you to use, so we should be able to do anything for user in my opinion. Just think if you guys couldn't go in and edit our purchase data or do other things you wouldn't be able to provide support. That is how this would get I think as I am spoiled by this other software that allows me to run "my software" as the admin.

Ryan Sullivan The difference is a Simplero user is global. The same login can be a client of yours, a client of five other Simplero businesses, plus have their own Simplero business.

That means we have to be super careful what we do here.

Calvin Correli I get it but the data is all there, I have my clients on my backend for my products and don't see their purchases from others or have control of those other purchases right so seemingly no difference in parsing out on the front end same as you would on the backend, I login as my client and only see what is in my account for them not the rest. I see what they see for the course on the front end but not the fact that they have courses from others, I am only concerned about mine.

Ryan Sullivan I understand.

What I'm saying is, the way Simplero logins work is every user sees what that user is supposed to see.

What you're asking for is that one user (you) can see what another user sees (your client) but not EVERYTHING that user sees, only PARTS of what that user sees.

When our support team gets access, they don't see your account as you. They see it as them. So they won't see your private saved views, or private contact notes, or recent items, or other things that are tied to your login.

They're allowed to see what's inside your account. And only for a limited time period, in response to a support ticket.

I'm not saying it's impossible, I'm just saying it's not simple, and it's dangerous, so needs to be considered carefully.

Sarah Eskildsen-Mortensen: Actually, I'm only able to see the site from an overall admin standpoint, not as the member. Some members have lessons and courses dripped so they are not going to see what I see. So being able to login as them to see their view is very very helpful. :)