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How to Grant Temporary Access to Collate Support Team Members

This guide outlines the steps required to give temporary support access in the Collate platform for the support team.

Steps to Grant Access

1. Navigate to the Support Application

Go to Settings > Applications > Support. Settings > Applications > Support

2. Add the Collate Support Access

In the Add Support section:
  • Enter the support email, for example ayush@getcollate.io.
  • Set Access Role to View Only or Admin.
  • Set the Access Duration to 1 hour, 2 hours, or 4 hours.
Add the Collate Support Access

3. Grant Access

Click the Grant Access button. Grant Access Access is granted to the specified support email address with the configured role and duration. Verify this in the access logs. Access Logs In the configuration section, select the delivery method: Email, Slack, or both. Configuration

4. Disable Enforce Principal Domain for SSO Organizations

If your organization uses Single Sign-On (SSO), disable Enforce Principal Domain to allow access for emails from other domains (for example, gmail.com). Navigate to Settings > SSO > Configure to disable the Enforce Principal Domain setting. Disable Enforce Principal Domain in SSO Configure settings