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Granting Login Access to Your CRM
Granting Login Access to Your CRM
Updated over a week ago

Our support team may ask you to grant login access to your org for a certain duration to assist you with a question, issue, or request.

Granting login access will allow our team to temporarily access the application using your login in order to troubleshoot and fix issues.
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How to Grant Login Access

1. At the top of any page, click your profile avatar (round image in the top right corner).

2. Select Settings.

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3. Go to My Personal Information > Grant Account Login Access in the left pane.

4. Select 'Buildout Support' and grant access for at least 1 week, then click Save.

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5. Let the support agent know when you've completed these steps.

If you do not see the "Buildout Support" option, consult your System Admin.

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