Salesforce - RiskScreen | How to Grant Support access to login into my organisation?


Why would RiskScreen Support need access to my organisation?

To help troubleshoot RiskScreen Salesforce (RSSF) in your org we may ask you to Grant Login Access in order to assist you with a question, issue, or request.

This is so that Support can log in to the application using your login to troubleshoot and fix issues stemming from your inquiry.

No one within RiskScreen Support may log in to your Org to resolve issues without this explicit permission and duration for the access.

How to Grant Login Access for RiskScreen Salesforce support

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 Durationoption for KYC Global Technologies Support. 
    Note: Access for technical escalations must be set for a minimum of one week.
  5. Click Save.
Salesforce Classic
  1. Log in to Salesforce.
  2. In the upper right, click My Settings(our click on your name, then click My Settings)
  3. In "Quick Find" search field, enter "Grant" and click Grant Login Access.
  4. Set the Access Durationoption for KYC Global Technologies Support. 
    Note: Access for technical escalations must be set for a minimum of one week.
  5. Click Save.


Are you using MFA?

If you are using MFA in your org, you will need to disable it for the account you are granting login access to.

To do this,

  1. From Setup, in the Quick Find box, enter Users, then select Users.
  2. Click the user’s name.
  3. On the user’s detail page, next to the App Registration: Salesforce Authenticator field, click Disconnect.