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Is Messaging compatible with "View As"?

  • November 20, 2024
  • 1 reply
  • 73 views

emaynez
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As a provider can I impersonate my customer and access messages or no?

1 reply

ccrossett
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  • Community Manager
  • November 21, 2024

Great question ​@emaynez! We modeled the Messages View As experience to mirror that of our legacy Notes experience. That means that you can “View As” a customer user and you can access Messages and even type a Message while “Viewing As” but the Message will be attributed to your primary user.