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Markets and offerings

Preview as client

Check exactly what a given client sees in the portal before you publish, and understand why they cannot order.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

Use it

  1. Open Markets and choose Preview.
  2. Choose a client.
  3. Browse the markets and listings that client would see, including draft and upcoming ones.

The preview uses the same rule as the portal, so what it shows is what the client gets. It does not sign in as the client and cannot place orders.

What to check

  • The client sees the market at all. If not, check the market's access, the client's status and the client's groups.
  • The documents they must acknowledge are readable for them.
  • The order button is available, and if not, the reason shown is the one you expect: listing not open, client not active, identity check needed, classification too low or documents not yet acknowledged.

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