Administrator access for Customer Success Managers

IT Expert Administrators can grant Administrator access to their Customer Success Manager (CSM).

Only the CSM specific to the organization is granted access.

1. Go to Administration > More... > Organization.

2. Under Customer Success Manager Access, check the box to Allow Administrator access to the entire organization and then click Save.

You can revoke access at any time. Uncheck the box under Customer Success Manager Access and then click Save.