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Manage support access in organization

  • Updated

This guide explains how to activate temporary support access for Boardeaser's support agents, as well as how to manually revoke access at any time.

Information about support access:

  • Grants Boardeaser's support agents temporary administrator access to assist you with your case.
  • Access automatically expires after 7 days, but can be manually revoked at any time.
  • Groups / Corporate structures: Activating support access in a parent company does not automatically activate access for subsidiaries. You need to activate support access separately in each subsidiary.

Table of contents

1. Activate support access

  1. Open the organisation to which the case applies.
  2. Click on Administration > Users in the left menu.
  3. Click the three dots icon (···) in the top right corner and select Manage support access.
Go to Administration and Users
  1. Enter the organisation's name in the confirmation field.
  2. Click the Activate button.

Tip to enable the Activate button:
The name must be entered exactly as shown in the dialog box (including any hyphens). We recommend copying the text in the dialog box and pasting it directly into the field to avoid typos.

Enter organisation name and click Activate

Support access is now active. An information box at the top of the page confirms the activation and shows how long the access remains valid.

2. Remove support access early

You do not need to do anything to disable access, as it is automatically removed after 7 days. If you wish to revoke support access earlier, follow these steps:

  1. Go to Administration > Users.
  2. Click the Remove support access button in the information box at the top of the page (or click the three dots icon (···) and select Remove support access).