Remote Assistance
For remote assistance, you will be required to grant Unaric Payments support login access to your Salesforce org. This access is time-limited and can be revoked once the issue is solved.
1. Grant access to support
Remote access duration must be set for a minimum of one month. Shorter time frames will prevent support from providing remote assistance and handle the issue. After the issue has been solved, you can revoke access from the same page.
- At the top of any page in your org, click your user avatar.
- Select Settings.
- Click Grant Account Login Access.
- Set the Access Duration for Unaric Support. Access for technical escalations must be set for a minimum of one month.
If you do not see Unaric Support as an option, reach out to your Salesforce administrator and ask them to grant access.
- Click Save.
2. Confirm access to support
After granting login access, confirm to support that you have granted access, for how long, and the Salesforce ID of the org in which the access has been granted. To see your org ID:
- In Salesforce, navigate to Setup > Company Settings > Company Information.
- The org ID will be visible in the Salesforce.com Organization ID field.
If you are having issues granting remote access, reach out to [email protected] with details of your issue.