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.
- From within PractiFI, click the drop-down next to your name and choose Grant Login Access.
- Under PractiFI Support, select the appropriate access duration and hit Save.
- 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.
And you’re done!