Giving betterworks Support Agents Access

Avatar
by Morty Frey
Follow

What is support access?

Sometimes an important issue can’t wait. Now you can grant BetterWorks support agents direct access to your account, so they can help you troubleshoot problems, explain behavior, and diagnose issues as fast as possible. You can grant temporary or open access to BetterWorks agents.

Important: By default, your account is private. BetterWorks agents cannot access your account information, including user data and goal information, until you change settings in the Grant Temporary Account Access menu.

Configuring access options

  1. Navigate to the Admin dashboard.
  2. Click Platform configuration at the top.
    Screen_Shot_2018-03-20_at_4.34.05_PM.png
  3. Click Security on the sidebar on the left and then Support Access.
    Screen_Shot_2018-03-20_at_4.39.39_PM.png
  4. Choose the access option you prefer from the drop-down menu (shown above).
  5. Click Save (below).
    Screen_Shot_2018-03-20_at_4.43.05_PM.png

Account access options

When it comes to configuring account access, there are five options to choose from.

Open access

Support agents can access your BetterWorks account data at any time.

No access

No one from outside your organization can access your BetterWorks account.

2 weeks

Support agents can access your BetterWorks account data for 7 days after you save.

1 month

Support agents can access your BetterWorks account data for 30 days after you save.

1 year

Support agents can access your BetterWorks account data for 365 days after you save.

If you choose a temporary account access option, the Grant Account Access menu displays how much time is remaining before the option expires.

Screen_Shot_2018-03-20_at_4.59.30_PM.png

 

Revoking support agent access

If you have granted access to BetterWorks agents in the past, and now want to restrict that access, it’s easy. Just adjust your support access settings to No access

  1. Navigate to the Admin dashboard and then go to Platform configuration > Security > Support Access.
  2. Click in the drop down and select No access.
    Screen_Shot_2018-03-20_at_5.02.33_PM.png
  3. Click Save.

Extending the support access period

If you’ve granted temporary access to your account to BetterWorks agents and would like to extend it, you can do so by choosing any time period.

For example, if you selected 2 weeks as the access period and have 1 week of that period remaining, you can re-select 2 weeks to start the period over, effectively extending the original access period by 14 days. Alternatively, you could choose 1 month or 1 year to give yourself even more time.

  1. Navigate to the Admin dashboard.
  2. Go to Platform configuration > Security > Support Access.
  3. Choose any option other than No access to extend the access period.
  4. Click Save.

Comments

0 comments
Please sign in to leave a comment.