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FAQ - Support
Salesforce - How to grant support access
Salesforce - How to grant support access
Tuvis Team avatar
Written by Tuvis Team
Updated over a week ago

If you need help resolving a problem, you can grant login access to your account to a Tuvis support representative.

Here are the 3 options of doing it:

Create a Temporary User (Ghost User)

  1. Login to your Salesforce account.

  2. From Setup, in the Quick Find box, enter Users, and then select Users.

  3. Click New User.

  4. Fill in the following:

    • First Name: Tuvis

    • Last Name: Support (temp)

    • Email: support+[your_company_name]@tuvis.com (example: [email protected])

    • Username: similar to the email

    • User License: Salesforce

    • Profile: System Administrator

  5. Click Save.

Grant Login Access (Support Access)

  • This option is available only if the Tuvis AppExchange package is installed

In Salesforce Lightning

  1. Log into your Salesforce and in the upper right-click on your image (or avatar) and then on “Settings”.

  2. Over on the left, in the small search box type in “Grant” and click below on “Grant Account Login Access”

  3. Set the ‘Access Duration’ for ‘Tuvis Support’ to 1 Week.

  4. Click Save.

In Salesforce Classic

  1. Log into your Salesforce and in the upper right-click on “My Settings” (or on your name and then on “My Settings”).

  2. Over on the left, in the small search box type in “Grant” and click below on “Grant Login Access”.

  3. Set the ‘Access Duration’ for ‘Tuvis Support’ to 1 Week.

  4. Click Save.

From the Tuvis panel

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