Log in to Salesforce. In the upper right, click your image (avatar) and then click Settings. In "Quick Find" search field, enter " Grant " and click Grant Account Login Access.
- In the app switcher, hover over your name and click Setup.
- Click Security and select Security Settings.
- Click Edit.
- Select the checkbox next to Allow Users to Grant Account Login Access for Support.
- Click Save.
How to configure impersonation for all users in an organization?
To configure impersonation for all users in an organization. Open the Exchange Management Shell. From the Start menu, choose All Programs > Microsoft Exchange Server 2013. Run the New-ManagementRoleAssignment cmdlet to add the impersonation permission to the specified user.
How do I grant a service account the applicationimpersonation role?
Your Exchange server administrator will need to grant any service account that will be impersonating other users the ApplicationImpersonation role by using the New-ManagementRoleAssignment cmdlet.
Can the service account impersonate other users?
The service account will only be allowed to impersonate other users within the specified scope. If no scope is specified, the service account is granted the ApplicationImpersonation role over all users in an organization. You can create custom management scopes by using the New-ManagementScope cmdlet.
How do I add impersonation permission to a user in exchange?
Open the Exchange Management Shell. From the Start menu, choose All Programs > Microsoft Exchange Server 2013. Run the New-ManagementRoleAssignment cmdlet to add the impersonation permission to the specified user.
How do I give access to marketing cloud?
A permission is a tool to control a user's access to screens in Marketing Cloud. By checking the box next to a permission, you can enable or disable that permission. Users with this permission can create accounts and view the settings for individual accounts.
How do I grant user access in Salesforce?
Salesforce ClassicLog in to Salesforce.In the upper right, click My Settings (or click on your name, then click My Settings)In "Quick Find" search field, enter "Grant" and click Grant Login Access.Set the Access Duration option to Salesforce.com Support. ... Click Save.
How do I enable users in Salesforce Marketing Cloud?
Enable account login access for a Marketing Cloud user.In the app switcher, hover over your name and click Setup.Click Users and select Users.Click the user to enable.Click Grant Account Login Access.Select the amount of time to permit account login access.Click Save.
What is Grant account login access in Salesforce?
Salesforce Support may ask you to Grant Login Access in order to assist you with a question, issue, or request. This is so that Support can log in to the application using your login to troubleshoot and fix issues stemming from your inquiry.
How do I change permissions in Salesforce?
Edit an existing permission setSame first steps for Classic and Lightning as above.Click the 'Permission Set Label'Navigate to the section you want to edit (such as 'App Permission')Click Edit and make required changes.Save.
How do I give someone access to my Salesforce Sandbox?
In the sandbox, you can create an user by going to setup>manage users>users and create an user record with the third parties email id, select the correct profile & role so that the third party user will have necessary access to sandbox.
How do I change my Marketing Cloud Connect user?
Update Marketing Cloud API UserLog out of any active Marketing Cloud sessions in your browser.In Sales or Service Cloud, navigate to the Marketing Cloud tab.Click Configure Marketing Cloud Connector. ... Click Change API User. ... Enter the updated Marketing Cloud API user credentials.Click Update API User.
Where do you integrate Marketing Cloud Connect users?
Marketing Cloud User IntegrationIn Marketing Cloud, hover over your name and select Setup.Next select Users under Administration.Click the name of the Marketing Cloud Account API user.Click Integrate in the Salesforce.com Status field on the user general settings screen.More items...
How many users can be created in Marketing Cloud?
Salesforce Marketing Cloud Pricing and ServicesBasicEnterpriseUsers5100Content BuilderYesYesPersonalization & Dynamic ContentYesYesForward to a FriendYesYes76 more rows
How do I login as a different user in marketing cloud?
From Setup, enter Users in the Quick Find box, then select Users. Click the Login link next to the username. This link is available only for users who have granted login access to an admin or in orgs where admin can log in as any user.
How do I enable login option in Salesforce?
If your org does use one of these editions, check with your Salesforce administrator to activate the access permissions on your profile....Click the gear icon > Setup.Enter Login Access Policies in the Quick Find box.Select Administrators Can Log in as Any User.Click Save.
What is grant access?
Definition of grant/deny access to : to give/refuse permission to see He was granted/denied access to the report.
What is a permission set in a profile?
In Profiles? In Permission Sets? Use profiles and permission sets to grant access but not to deny access. Permission granted from either a profile or permission set is honored. For example, if Transfer Record isn't enabled in a profile but is enabled in a permission set, she can transfer records regardless of whether she owns them.
Can a user have multiple permissions?
Every user is assigned only one profile, but can also have multiple permission sets. When determining access for your users, use profiles to assign the minimum permissions and access settings for specific groups of users. Then use permission sets to grant more permissions as needed. This table shows the types of permissions ...
Marketing Cloud User Management
User creation and management are key tasks for a Marketing Cloud admin. Once a user is created, a role is assigned to allow access to features and actions they need to complete their work. This module reviews Marketing Cloud user roles and associated permissions to help you complete this task.
Role-Based Permissions
Roles are established to define a user’s permissions within Marketing Cloud. A permission is a granular way of controlling access to a specific object and actions within a feature or application. For example, a permission can restrict a user from deleting a data extension in Email Studio.
Marketing Cloud Roles
Since Marketing Cloud has many available permissions, standard roles have been created. These roles include a preestablished set of permissions that allow users to perform different tasks. A role can be assigned to an individual user by business unit or to an entire business unit (and every user in that business unit inherits the role).
Create Custom Roles
What if the standard roles don’t quite fit your needs? As a Marketing Cloud admin, you can create custom roles that better align with a user’s job functions. First identify the standard role for that user.
Helpful Tips
Before you begin assigning roles and adjusting permissions, follow these tips.
Quiz
1 If a user doesn’t see a button they expect to see, what permission has that user been given?