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Drawloop - Grant Login Access to Nintex Support

Topic

Grant Login Access to Nintex Support for:

1. Salesforce Standard Environment

2. Salesforce Gov. Cloud Environments

 

Instructions

1. Salesforce Standard Environment

 

Video: Grant Subscriber Access to Nintex Support

Note:

  • Access must be granted by the affected user when logged in with credentials. Admins cannot grant access on behalf of users. 
  • Additionally, Nintex Support cannot log in as another user when Subscribed in as an Admin. Salesforce Security removes the "login" ability.

 

Option1Via DocGen Admin Tab

  1. Navigate to the Nintex DocGen Admin Tab
  2. Locate the Support box on the right side of the page
  3. Click the Grant Login Access button
  4. Locate Nintex Support in the Grant Access To column
  5. In the Access Duration Column Select a Duration
  6. Click Save

 

Option 2: Via Salesforce Settings

  1. Log in to Salesforce
  2. In the upper right, click your image (avatar) and then click Settings
  3. In the Quick Find search field, enter "Grant" and click Grant Account Login Access
  4. Locate Nintex Support in the Grant Access To column
  5. In the Access Duration Column Select a Duration
  6. Click Save

 

2. Salesforce Gov. Cloud Environment

Please provide Nintex Support with a Credentialed Test User using the following email:
DrawloopTestUser@nintex.com

 

  • Due to Salesforce Security of Gov. Cloud environments, Login Access is prohibited
  • To investigate in a Gov. Cloud environment please provide a Credentialed User.
  • Please ensure the User contains enough permissions to review the configuration
    • If possible we recommend System Admin 
    • Access to the Developer Console
    • Access to any Visualforce page Templates
    • Access to the Folder where the DocGen Package Templates are stored
    • Access to any objects and fields being queried in relationships

 

If there are any additional questions please reach out to your Case Owner.

 

 

 

 

 

 

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