Testing a Member's Online Benefits

For troubleshooting purposes, you may at times need to sign into a particular member's account to see whether they are receiving the correct benefits for their online purchases. The following process will allow you to verify a member's benefits while keeping their login credentials secure.

1. Pull up the customer's information. This can be done in either Agile Admin or Agile Sales, but for this article we will focus on the Agile Admin method. Open the Customer Relations Folder and select the Customers icon.                                                                          
2. Search for the customer. Double-click their name in the white box to open the Customer Properties window.
3. Select the Web Login tab and click the Globe / Add Web Login icon.
4. Fill out the web login information with a test Username, Password, and Security Answer (testusername, testpassword, answer, etc).  The username must be unique within your organization.
   
5. Use this new username and password to log into Agile purchase pages as this member and check whether their benefits work as expected.
6. Once you have finished testing the customer's benefits, remove the test credentials from their account. In the Web Login tab, highlight the test sign-in from the list. Select the Red X / Delete Web Login button.