Summary

Create viewers with an email address ending @example.com to avoid using viewer credits.

Guide

The Adviser Portal uses a smart login system where system user and viewers use the same sign in screen and are directed to the either the Portal Journey or Portal Admin. 

To test the Portal Journey as if you were a viewer you'll need to create a test viewer. 

In order to create a test viewer, you simply create a viewer in the same way you normally would, except you use *@example.com rather than *@realdomain.com

For example, if the test viewer is for [email protected] you'd set the viewers email address to [email protected] 

Important

Only email address created with example.com will be excluded from your viewer journey credit usage. 

Tip

In order to access the test viewer yourself, you'll need to log out of the Admin first. Alternatively, you can use another browser or Chromes 'Incognito mode'. 

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