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How to see TeamUp as a logged-in customer

Written by Angel Horowitz

To experience TeamUp as your customers do, you'll need to create a customer account for your own business.
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You can easily do this by following the steps below:

  1. Create a customer profile for yourself, using the same email address you use for your Staff account.
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    This can be done using your business link under Customer Experience >> Customer Site or by adding yourself as a customer via Customers >> Add a customer.
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    If you can't remember which email you're using for your staff account, head to Staff to check.
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💡 Using an incognito window provides a separate browsing environment, isolated from the user's regular browser session


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2. Once you've created the account, you'll receive an email with a link to accept the invitation to manage your account.
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Click the link and follow the steps to log into your customer account.
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3. You can now switch back and forth between your customer account and your business account, and vice-versa.
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To do this, head to the top right corner to toggle between the accounts.


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Switch from business to customer:
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Switch from customer to business:
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