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Grant Access for Troubleshooting

Overview

In order to best resolve support issues, it is sometimes most effective for Datafold support to assume a user role while troubleshooting.

Granting access allows Datafold engineers to see the same in-app context of an actual user, and can help skip back-and-forth trial and error between you and support.

How to Update Access Settings

Permissions

Admin access is required to update Datafold access settings

To allow Datafold access to your account, navigate to Admin on the homescreen sidebar Settings Org Settings, and check the box to "Allow Datafold access to your account for troubleshooting purposes"

FAQ

Can I revoke access?

Yes. To revoke access, simply uncheck the "Allow Datafold access to your account for troubleshooting purposes" box under Org Settings.