Salesforce: How do I grant Support access to my Simpplr intranet?

Overview

Granting access to the Support team can be done in just a few steps! Note the System Admin must grant permissions from within the Salesforce instance. You can do this in the Salesforce Classic or Lightning interface, depending on which your org uses.

To grant permissions in Salesforce Classic:

  1. Navigate to the url of your intranet Home dashboard and and remove everything after .com. For example, if your url says https://testdemo--simpplr.visualforce.com/apex/simpplru=/site/affiY6G/, you would remove everything after .com so the url would read, https://testdemo--simpplr.visualforce.com.

    remove_url_for_SF.gif

  2. Next, navigate to the My Settings option from within the Salesforce dashboard.
    setup_sandbox_2.gif

     

  3. From the Quick Find box, type in Grant Account Login Access and search.
    grant_support_access_3.gif

     

  4. Locate Simpplr Inc Support. From the dropdown list, grant access for 1 week (or however long is needed). This will ensure the Support team can access your environment for the time you set. Click Save. If you need to remove access at any time, simply navigate back to this page and remove the access.
    grant_support_access_4.gif  

     

To grant permissions in Salesforce Lightning:

  1. Navigate to the url of your intranet Home dashboard and and remove everything after .com. For example, if your url says https://testdemo--simpplr.visualforce.com/apex/simpplr__app?u=/site/a05e0AA2/, you would remove everything after .com so the url would read, https://testdemo--simpplr.visualforce.com.
    remove_url_for_SF.gif
  2. From your Salesforce Dashboard, click your profile picture in the upper right hand corner. Then click Settings.
    support_access_lightning_1.gif

     

  3. From the Quick Find box, type in Grant Account Login Access and search.
    support_access_lightning_2.gif

     

  4. Locate Simpplr Inc Support. From the dropdown list, grant access for 1 week (or however long is needed). This will ensure the Support team can access your environment for the time you set. Click Save. If you need to remove access at any time, simply navigate back to this page and remove the access.
    support_access_lightning_3.gif
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