Difference between revisions of "Customer Support Login"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
 
(5 intermediate revisions by the same user not shown)
Line 1: Line 1:
Customer support teams can better assist users when they can login on behalf of a user. This is known as [[Login by Proxy]], and allows customer support staffers to login as the user, and navigate the platform with the user's configuration. All user permissions and privileges available to the user are granted to the customer support staffer who logs in by proxy.
A [[Service Provider]]'s Customer support often needs to login to a tenant, so they can help with its configuration. The Customer Support Login lets them login as the admin user in the specified tenancy, to do that.


{{permissions|Customer Support Login Permission|Login by Proxy to a Tenant}}
{{permissions|Customer Support Login Permission|Login by Proxy to a Tenant}}
Line 7: Line 7:
#Navigate to the Tenant of interest
#Navigate to the Tenant of interest
#In the Quick Links section, click the ''Customer Support Login'' link to login as this user
#In the Quick Links section, click the ''Customer Support Login'' link to login as this user
#*This Login by Proxy is tracked in the [[Audit Logs|Audit Log]], and is visible to the user
#*This Login by Proxy is tracked in the [[Audit Log]], and is visible to the user
#When the investigation is complete, click the ''Switch Back'' link to exit the Proxy Login and revert to your last login state
#When the investigation is complete, click the ''Switch Back'' link to exit the Proxy Login and revert to your last login state

Latest revision as of 01:01, 9 July 2013

A Service Provider's Customer support often needs to login to a tenant, so they can help with its configuration. The Customer Support Login lets them login as the admin user in the specified tenancy, to do that.

Lock-tiny.gif

Users that have the Customer Support Login Permission permission can Login by Proxy to a Tenant 

To Login by Proxy to a Tenant:

  1. Open the Tenants object
  2. Navigate to the Tenant of interest
  3. In the Quick Links section, click the Customer Support Login link to login as this user
    • This Login by Proxy is tracked in the Audit Log, and is visible to the user
  4. When the investigation is complete, click the Switch Back link to exit the Proxy Login and revert to your last login state