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Grant Login Access

Grant Login Access

This article explains how to grant login access to the Vera Support team and share your Organization ID, enabling us to securely access your environment when needed.

Providing this information upfront helps us investigate issues more efficiently by allowing direct access to your setup, reducing back-and-forth and speeding up resolution.

Content:

How to Grant Login Access

  1. At the top of any Salesforce page, click your image, and then click Settings.

    Personal Settings

  2. In the Quick Find box, enter Grant, and then select Grant Account Login Access.

  3. In the picklist next to Vera Solutions Support, set the access expiration date by choosing a value from the picklist. Please ensure you give access for a minimum of one week and keep updating it as long as the ticket is active.

  4. Click Save.

Grant Account Login Access

 

If “Vera Solutions Support” is not available

If Vera Solutions Support doesn't appear in the list of available support organizations when granting login access, or the user is unable to select it, this typically means the support access for the package is restricted to users with administrator-level permissions.

Please follow the steps below:

1. Check Login Access Policies

If accessible, go to:

  • Setup -> Login Access Policies;

  • Locate the Support Organization section;

  • Verify whether Vera Solutions Support is listed and enabled for administrators.

If it’s enabled, the option should become available in Grant Account Login Access.

2. If “Login Access Policies” is not accessible

Some users may not have sufficient permissions to view or edit this configuration.

In this case, a System Administrator must perform the check instead.

Find Your Salesforce Organization ID

  1. Click on Gear Icon, and then click Setup.

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Setup

 

  1. In the quick find box, seach for Company Settings, then click on Company information.

  2. Search for Salesforce.com Organization Id after performing the above steps. The Organization Id is on the right-hand section of the Company Information page:

Salesforce.com Organization ID

  1. Please provide this Organization ID in your support request so our team can accurately identify your environment and proceed with the investigation.