So I went in to view as my customer Tom Thorson. On the main page it showed all of his open tasks and ours - everything that he should be.
I clicked on the Notifications in the left panel - and that is showing fine.
But when I click on Projects on the left - it says he doesn’t have any Projects
I tried the whole process again - and this time the left panel looks completely different and now I see that I have to click on the little “caret” to expand the Project section - I didn’t see that before. I can’t understand how I got to these different pages - ???
In that earlier screen it doesn’t have the expansion
Jill
Thanks for the feedback and update on the projects section in the left nav. Most customers are only invited to a single project so we simplify the left menu to help them focus primarily on tasks. However, you are correct. That expansion caret is how they would navigate to multiple projects if needed. For the customer experience you are emulating, this is working as designed.
The main difference you are observing is full project view vs “Compass”. Customers default to this simplified customer portal as documented here: https://help.guidecx.com/en/articles/6304178-compass-customer-onboarding-portal
Our adoption analytics shows 2x engagement from customers when using this simplified Compass view instead of full project view which was intended primarily for your internal project managers. However, you can always override those defaults and allow the few customers who prefer full project view to access that instead.
Regarding the project list being blank, I noticed the “Provider” menu was the default (likely because you yourself are a Provider and that piece didn’t switch when you entered the “View As” experience). Can you test switching that to “Customer” if you see that again?
Thanks
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