Skip to main content

 

 

DealerTeam

How to Grant Login Access to your Systems Admin

Goal 

Grant Access to your company's administrator to allow them to login under your user name. This is helpful when trouble shooting problems and for training.

After reading this article you will be able to:

  • Navigate to my settings
  • Grant login access

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to My Settings

  1. Click the Avatar in the top right corner.
  2. Click Settings.

1 How to Grant Login Access to Your Systems Admin -user settings.png

 

Step Two: Grant Login Access

  1. Click the Grant Account Login Access tab.
  2. Click the access duration dropdown.
  3. Select desired access duration.
  4. Click Save

2 How to Grant Login Access to Your Systems Admin - grant access.png