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Gainsight Inc.

Grant Support Access to Your Org

To help Gainsight's Support team configure your org or troubleshoot issues you encounter, you can grant them temporary access to your org.

System Administrator

Depending on your SFDC org, the Setup button is either next to your name in the upper right corner of the page, or listed as a drop-down option when you click on your name.

  1. Choose one of the following:
    • Non-Enhanced Setup Menu : Setup | My Personal Information | Grant Login Access.
    • Enhanced Setup Menu: Your Name | My Settings | Personal | Grant Account Login Access
  2. Set the access expiration date for "Gainsight".
  3. Click Save.

All Other Users

  1. Choose Your Name | My Settings | Personal | Grant Account Login Access.
  2. Set the access expiration date for "Gainsight".
  3. Click Save.

Note: If you don't see an option to grant login access to Salesforce Support, please check your Organization's Login Access Policies (from Setup, click Security Controls | Login Access Policies), and ensure that "Available to Administrators Only" is not selected for Support. If it's selected, please change it to "Available to Users."

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