TheGenie offers a two way street for our Partners to be able to impersonate the agents you invite. You can either use our impersonation button, or go to My Invitations.
Method #1 Impersonation Button
From your Partner dashboard, locate the impersonation button in the far upper right hand corner. Click it to bring up the impersonation pop up.
Enter your agent's "last name, first name" and select from the drop down
Click "Load" and you're in!
Method # 2 My Invitations
There is a second option. You can click "My Invitations" on the left-hand menu
And make sure the green toggle switch on the far upper right is NOT green. YOUR INVITED AGENTS WILL NOT SHOW UNTIL THIS IS TOGGLED.
You can now hit "Load In Dashboard" on the right of each entry to go into their accounts
And that's all it takes to impersonate your clients and see what they see!
TheGenie team