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 a System admin user 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. Hit the Enter key.

    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 depending on the case severity or Support's recommendation). This will ensure the Support team can access your environment for the time you set. Click Save. If you need to revoke 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. Hit the Enter key.
    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
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

5 comments
  • Hi Matthew,
    I thought only System Admins could grant Simpplr Support access.

    Are regular users (who are on Salesforce Lightning) also able to grant Simpplr Support access?

    Just looking for some clarification. Thank you!

    0
    Comment actions Permalink
  • Hi Aileen. Only System admins (those with Salesforce admin permissions) can grant Support access to their account.

    0
    Comment actions Permalink
  • Okay, so then the System Admin would need to log in as the user and then grant support access through the user's account's Salesforce side?

    0
    Comment actions Permalink
  • Apologies. I was mistaken before. Technically anyone with Salesforce access (all users) can grant support access. If there's an issue specific to an End user, we'll have that user grant support access to their account/profile. If the issue was across your entire Simpplr instance, we would have the System admin grant support access.

    0
    Comment actions Permalink
  • Okay, that makes sense, thank you for clarifying Matthew!

    0
    Comment actions Permalink

Please sign in to leave a comment.

Articles in this section

See more