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
  1. From the main navigation, select Security | Grant Access.
  2. Under Individual Salesforce Employee Access, click Add Success Manager.
  3. Enter the Salesforce email address of the individual who needs access.
  4. Select the date when access expires, with a maximum duration of 1 year.
  5. Under Account Permissions, select Account Admin to grant full access to all datasets in your account, or select Role next to the specific datasets.
  6. Click Save.