This support guide will help our Customer Success team access your account to better assist you with any concerns or issues you may be experiencing.
The reason why we have the enable customer support access function in place is an extra layer of protection on your client data.
🔹 Access is granted for 7 days only, but you can revoke it at any time if needed.
How to enable support access
1️⃣ Navigate to the top right corner and select the dropdown menu.
2️⃣ Click on "Firm Settings".
3️⃣ Go to the "Staff" tab.
4️⃣ Select "Enable Support Access"—a box similar to the one below will appear.
By selecting "Enable Access Now," our team will be able to review your account, identify any issues you may be experiencing, run further tests, and work toward a resolution.
You can revoke access at any time by selecting "Revoke Access." We will confirm once we no longer require access to your account. This ensures your account remains secure at all times.
