Support Center | Granting Access

Granting Access

Sometimes we might ask for Grant Login Access to so we can provide more assistance. Please do not send passwords, API keys to us (or anyone else!)

Grant login access can only be provided by Salesforce users who are administrators or where "Login Access Policies" does not have "Available to Administrators Only" selected.

Grant Login Access - Salesforce Classic

  1. Click on your name at the top of the screen

  2. Click on My Settings

  3. Click Grant Account Login Access

  4. Select "Beaufort 12 Limited Support"

  5. Select Access Duration (E.g. 1 Week)

  6. Click Save

Grant Login Access - Salesforce Lightning

  1. Click on your avatar at the top right of the screen

  2. Click on Settings

  3. Click Grant Account Login Access

  4. Select "Beaufort 12 Limited Support"

  5. Select Access Duration (E.g. 1 Week)

  6. Click Save

More information on granting login access can be found on the Salesforce website. See: How to Grant Login Access to a Salesforce Support Agent

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