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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.

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Steps to Grant Access

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1. Navigate to the Support Application

  • Go to Settings → Applications → Support
Settings → Applications → Support

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2. Add the Collate Support Access

  • In the Add Support section:
    • Enter the support email, for example [email protected]
    • 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

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3. Grant Access

  • Click the Grant Access button.
Grant Access
  • Access will be granted to the specified support email address with the configured role and duration. This can be verified in the access logs.
Access Logs
  • In the configuration section, you can select the delivery method as Email, Slack, or both.
Configuration
If your organization uses Single Sign-On (SSO), you must disable the Enforce Principal Domain to allow access for emails from other domains (e.g., gmail.com). Navigate to Settings → SSO → Configure to disable the Enforce Principal Domain setting.Configuration