Summary

Add a "View As" toggle that lets agency users instantly preview the portal exactly as a client would see it — without logging out or switching accounts. This eliminates guesswork around what clients can and cannot see, and gives agencies confidence that privacy settings are working correctly before a client ever logs in.

The Problem

Currently there is no way to verify the client experience from the agency side without logging in as the client. Features like "hidden" toggles on Starred Images, Starred Files, and folders exist — but there is no easy way to confirm what is actually visible to the client without a separate login. This creates uncertainty and potential for accidentally exposing internal content.

Requested Features

• A "View As" toggle accessible from the agency portal toolbar
• Two modes at minimum: Agency View (default) and Client View
• Optional advanced mode: View as Specific User — select an individual client contact by name to preview their exact permission set
• Client View should suppress all internal-only content, hidden sections, and agency-only tools exactly as the client would experience them
• A visible banner or indicator while in Client View mode so the agency user always knows they are previewing (not operating as themselves)
• One-click return to Agency View from the banner

Use Cases

• Verify that internal folders and hidden files are not visible to the client before sharing the portal
• Confirm which dashboard sections (Starred Images, Starred Files, Tasks, etc.) are visible or hidden
• Onboarding quality check before inviting a new client to the portal
• Spot-check permissions after making changes to visibility settings

What This Solves

Agencies are already managing visibility settings per section and per folder — but have no way to validate those settings are working correctly without a separate client login. A "View As" mode closes that gap entirely, giving agencies a fast, frictionless way to audit the client experience at any time. It also reduces the risk of exposing internal notes, works in progress, or sensitive documents to clients accidentally.

Suggested Implementation

A toggle or dropdown in the top agency toolbar labeled "View As" with options for Agency View, Client View, and optionally a specific client user. A persistent amber banner displays while in preview mode: "Previewing as Client — this is what your client sees." with an Exit button to return to normal view.