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Security - Managing Support access

Updated over 7 months ago

Grant us temporary access to your system, allowing our support and onboarding teams to assist with your setup, help with new features, or showcase best practices.

Please note that the ability to toggle access on and off is restricted to user levels 0 and 1. This access can be personalised per system. Contact our General Support team at [email protected] if you wish to update this.

1. Support access page

The 'Support Access' page, available within the 'Admin' menu, allows users to enable/disable support access and view a history of access sessions, including who started/ended the session and the date/time of each session.

2. Enabling access

  1. Go to Admin > Support Access

  2. Click on the grey toggle icon (if the toggle is green, access has already been granted)

  3. The toggle will change to green, starting a 3-month access period for our support team

3. Disabling access

Access will automatically end 3 months after the session starts. However, users can disable access at any time.

  1. Go to Admin > Support Access

  2. Click on the green toggle icon

  3. The toggle will change to grey, ending the support session. Any admin users logged in to your system will be logged out

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