The Problem:
Administrators working for the company need to manage their portfolio of client contacts and occasionally act on their behalf.
- Client Management: Existing users had to navigate multiple systems to find their clients and perform their job duties.
- Act as Client: Existing users were used to a legacy feature that allowed for them to “spoof” being their client users and perform actions as if they were the client user. This lead to data integrity issues as well as security concerns.
Example Screens:
