Often, it is helpful for us to replicate an issue based on the specific configuration and security settings for an organization and user.

For this, Salesforce offers the ability for our Support staff to log in as the user. To enable this, the user needs to grant access.

To grant access is a bit different for the different user interfaces.


There does not seem to be an option to grant access for Portal users.

For Community users, follow the Classic UI flow (User Dropdown > My Settings ...)


Lightning UI


1) Click on the UserĀ Icon in the top right corner

2) Click on the Settings link

3) In the My Personal Information menu, click on Grant Account Login Access

4) For Accorto, Inc. Support, select the duration - 1 week is usually sufficient

5) Click Save


Classic UI


1) Click on the UserĀ Dropdown

2) Click in My Settings

-or-

3) In the Personal menu, click on Grant Account Login Access

4) For Accorto, Inc. Support, select the duration - 1 week is usually sufficient

5) Click Save