Viewing the BlueRockTEL Client Portal as Your Customer Sees It

The BlueRockTEL Client Portal

Every BlueRockTEL account automatically includes a client portal. This space allows your customers to view their invoices, download consumption reports and, depending on activated options, access extended services: real-time consumption tracking, support ticketing, training tools, or telephone routing configuration.

Why Access Your Customer's Portal?

Two main reasons justify this access:

• Verifying functionality before presenting the portal to a new customer
• Training a user by showing them exactly what they will see and how to navigate

For security and privacy reasons, customer passwords are never stored in plain text in BlueRockTEL. The solution is the impersonation feature.

How to Use the Impersonation Feature

1. Log into the client portal with your own credentials
2. Once connected, click your name in the top-right corner
3. Select "Personnifier" (Impersonate)
4. Enter the email address of the user you wish to impersonate
5. Confirm — you then access their portal as if they had logged in themselves

Important Points

Contact activation — For a contact to access the client portal, the corresponding checkbox must be ticked in their record.

Multi-account portal — The BlueRockTEL client portal is multi-account by default. If the same contact is configured in multiple customer records, they can access information from different accounts using the same login credentials. This is particularly useful for groups or customers managing multiple entities.