How To: Grant Temporary Access to Team PractiFI

Overview

From time to time as a PractiFI system admin, you may need to grant access to PractiFI’s support team to answer a question or resolve an issue. Here’s how.

How To
  1. From within PractiFI, click the drop-down next to your name and choose Grant Login Access.
  2. Under PractiFI Support, select the appropriate access duration and hit Save.
    Grant login access
  3. To return to PractiFI, select the PractiFI app from the app selector in the top right. If that’s not available (as is the case for certain user types), you should see a PractiFI tab to select, next to the Home tab.
    Select PractiFI app

And you’re done!