Give the support team access to your system to get help.
Support access
If you need help in onboard, it is necessary that you give access to our Customer Success team so they can actively assist you with questions. Without access, our contact person will not be able to view your system.
You can decide for yourself whether and for how long access should be allowed, and of course you can revoke this permission at any time.
Please note that this setting is necessary to comply with the requirements of the General Data Protection Regulation.
Giving access
- Click on “Settings” in the side menu under “other” and select the last item “Support”.
- In this interface you can now request support
- To do this, check the “Enable access for onboard customer success staff” checkbox
- Select a period of time in the “duration” drop-down for which access is granted
- Click on “Save
The selected support staff will now have access to your system.
Period
For acute requests, you can give support access for a day or a week.
For longer-term issues (e.g., template or list support), access could be on a monthly basis.
Frequently asked questions
Do support staff have access to onboard at the beginning of the implementation?
In order to be able to support you during the initial implementation of onboard, as well as to be able to carry out the training with you, support staff have access for a limited time during the start-up phase. This is automatically revoked.
Are employees automatically blocked?
Once the duration of the support access has expired, the support staff will no longer be able to log in. You can revoke the granted access yourself at any time by unchecking the checkbox and clicking “Save”.