Grant Personalization Access to an Individual Salesforce Employee
You can authorize individual Salesforce Customer Support employees to access your site
to assist with support, configuration, and strategy. Add each individual separately, and
customize the role and duration. After the selected duration is over, you can grant access
again. Salesforce employees who have been granted access to an account can’t configure
identities.
Required Editions
Permissions
Needed
To grant access to an individual:
Administrator permissions
From the main navigation, select Security | Grant Access.
Under Individual Salesforce Employee Access, click Add Success
Manager.
Enter the Salesforce email address of the individual who needs access.
Select the date when access expires, with a maximum duration of 1 year.
Under Account Permissions, select Account Admin to grant full access to all
datasets in your account, or select Role next to the specific datasets.
Click Save.
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