How to grant login access to other users in salesforce

image

  • Log in to Salesforce.
  • In the upper right, click your image (avatar) and then click Settings.
  • In “Quick Find” search field, enter ” Grant ” and click Grant Account Login Access.
  • Set the Access Duration option to Salesforce.com Support . Note: Access for technical escalations must be set for a minimum of one month.
  • Click Save.
Salesforce Lightning
  1. Log in to Salesforce.
  2. In the upper right, click your image (avatar) and then click Settings.
  3. In “Quick Find” search field, enter “Grant” and click Grant Account Login Access.
  4. Set the Access Duration option to Salesforce.com Support. …
  5. Click Save.

Full
Answer

What is Grant login access in Salesforce?

Grant login Access in salesforce.com provides a way to login in to customers and users account using our login credentials for a specific time period by an administrator. We can grant login access for the following time periods.

How to login as another user in Salesforce?

There are some permission needed in order to login as another user in salesforce. The user must have Modify All Data and Manage Users permission in order to login as someone else. An admin logged in as another user can’t grant login access to that user. The user needs to log in directly and grant login access first.

How to grant access to your company administrator and Salesforce support?

Go to Personal=>Grant Account Login Access. We can provide grant access to your company administratorand Salesforce.com support. Click on change buttonand select required number of days to provide access.

How do I remove login access from my Org in Salesforce?

To have this feature removed from your org, contact Salesforce. If you remove the feature, a user must grant login access before an admin can log in to that user’s account for troubleshooting. For more detailed information please refer to salesforce’s documentation.

image


How do I enable login as another user in Salesforce?

From Setup, enter Users in the Quick Find box, then select Users.Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.To return to your admin account, select User’s Name | Logout.


What permission is required to login as another user in Salesforce?

Go to Setup>Security Controls>Delegated Administration and create a new Delegated Group and check the checkbox “Enable Group for Login Access”. Then, add the users as delegated administrators.


How do I provide login to a user in Salesforce?

How to Grant Login Access in Salesforce?Choose one of the following in Salesforce Classic User Interface: Navigate to Setup –> My Personal Information –> Grant Login Access. … Use the Access Duration picklist to set the number of days to allow Login Access.Click Save.


How do I enable login access policies in Salesforce?

If your org does use one of these editions, check with your Salesforce administrator to activate the access permissions on your profile….Click the gear icon > Setup.Enter Login Access Policies in the Quick Find box.Select Administrators Can Log in as Any User.Click Save.


How do I login as a different user?

First, simultaneously press the CTRL + ALT + Delete keys on your keyboard. A new screen is shown, with a few options right in the center. Click or tap “Switch user,” and you are taken to the login screen. Choose the user account that you want to use and enter the appropriate login information.


How do I change permissions in Salesforce?

Edit an existing permission setSame first steps for Classic and Lightning as above.Click the ‘Permission Set Label’Navigate to the section you want to edit (such as ‘App Permission’)Click Edit and make required changes.Save.


How do I grant admin rights in Salesforce?

Create a new System Administrator User In Salesforce Classic and Lightning Experience:Go to: … Click New User then enter your new User details.In the ‘User License’ field, select Salesforce.In the ‘Profile’ field, select System Administrator.Select Generate new password and notify user immediately.Click Save.More items…


How do I give Lightning access to a user in Salesforce?

Enabling Lightning Access on Profile Level for Custom ProfilesClick on Setup.In Administer, expand Manage Users.Click on Profiles >Select the Profile name.Click on System Permission.Enable Lightning Experience User checkbox.Save.


How do I manage users in Salesforce?

Your Salesforce edition determines the maximum number of users that you can add….From the user list, you can:Create one user or multiple users.Reset passwords for selected users.Edit a user.View a user’s detail page by clicking the name, alias, or username.View or edit a profile by clicking the profile name.More items…


What is delegated admin in Salesforce?

A delegated administration group is a group of users who have the same admin privileges. These groups are not related to public groups used for sharing.


Where is manage external user in Salesforce?

Administrative PermissionsNavigate to Setup | Manage Users | Profiles | System Administrator. ‘Manage External Users’ is in the ‘Administrative Permissions’ section.

Leave a Comment