Grant Account Login Access to Revenue Grid Support¶
3 min read
Revenue Grid Support may ask you to grant login access to help you with a question and facilitate troubleshooting and resolving issues. Login access is the Salesforce functionality that enables one user to log in as another user to assist in addressing issues that are impossible to fix in other ways.
In this way, after you provide explicit permission and grant login access, Revenue Grid can log in to your account solely to troubleshoot and fix issues related to your support inquiry. The terms of technical support are outlined in the Terms and Conditions and Privacy & Security Policy.
Granting account login access in Salesforce¶
You can grant Account Login Access to RG Support right from your Salesforce Lightning Experience. Refer to the instruction provided below or this Salesforce help article
Important
This is a preferred method of granting account login access to Revenue Grid Support for users whose organizations have a special Revenue Grid Salesforce managed package installed. If you have no managed package installed in your org, please refer to the second option provided below
To grant account login access to RG Support in Salesforce:
1. Log in to Salesforce Lightning Experience and switch to Setup mode by clicking on the Gear icon in the upper right corner of the interface. If you use Salesforce Classic, refer to this Salesforce article
2. Click on your profile picture in the upper right corner of the page to view your profile information. Select Settings
3. In the Quick Search field in the upper left part of the window, type “Login” to quickly find the necessary setting
4. On the Grant Account Login Access page, find Avora Holdings dba Revenue Grid Support
5. Next, select the access duration from the drop-down list on the right from the company name
6. Save the changes
7. After Revenue Grid Support resolves your issue, you can set login access back to “No access”
Tip
It’s recommended to agree on the access duration with RG Support and inform them about the access expiration date. The longest access duration on the list is one month. If you need to grant access for longer periods, you can grant access several times. The account login access may be revoked or changed at any time
Watch a demonstration
Watch a step-be-step demonstration of how to grant account login access in Salesforce
>>> Click to see an animation <<<
Granting login access using Revenue Grid web platform¶
Alternatively, if it’s impossible to provide login access in Salesforce (preferred option), you can grant account login access to RG Support using Revenue Grid web platform. By granting Revenue Grid an account login access, you acknowledge and agree that Revenue Grid may have access to your account solely for technical support, as it is specified in the Terms and Conditions and Privacy & Security Policy.
To grant account login access to RG Support using Revenue Grid web platform:
1. Open Revenue Grid web platform
2. Click on your profile photo in the upper right corner of the interface
3. In the drop-down menu, select Settings
4. In the Search field, type “Login” and select the tab Grant login access
5. Make sure you are well aware of Revenue Grid Terms and Conditions
6. Next, click on Grant Access button to grant access to Revenue Grid Support
7. After granting the login access, you will see the notification about the successful access granting and the date when the access was granted. The login access is provided for the term for up to three days and is revoked automatically
Watch a demonstration
Watch a step-be-step demonstration of how to grant account login access in RG web platform
>>> Click to see an animation <<<
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