Activating/Deactivating the Support User in CustomBooks™

Security Settings: Activating/Deactivating the Support User

Support User

CustomBooks™ is equipped to provide strong support, ensuring smooth operations and quick resolution of any issues. Occasionally, our Help and Support team may need to log in to your account, with your permission, to assist in resolving problems. Granting this access is easy and can be done through your Security Settings.

Activating the Support User

  1. Log in to your CustomBooks™ account.
  2. Navigate to Admin Panel > Security Settings.
  3. In the User List window, go to the Users tab and click the Activate Support User button. This action will grant the Support User the necessary access to your account for troubleshooting purposes.



Deactivating the Support User

After the support session is complete, it is advisable to deactivate the Support User to ensure the security of your account. Follow these steps:
  1. Go back to the User List. Admin Panel > Security Settings.
  2. Click the Deactivate Support User button.




See How to Activate or Deactivate the Support User

This video shows how to give the CustomBooks support team temporary access to your account for troubleshooting and how to remove that access when the support session is complete.

Video Summary

To enable support access, go to Admin Panel > Security Settings and click Activate Support User from the Users List. A confirmation message indicates that support access has been added. When the troubleshooting session is complete, click Deactivate Support User to remove access.

Key Takeaways

  • Support access is managed from Admin Panel > Security Settings.
  • Click Activate Support User to allow the CustomBooks support team to access the account for troubleshooting.
  • Click Deactivate Support User to revoke that access when it is no longer needed.
  • If inactive users are visible, the deactivated Support User is identified by a check mark in the Inactive column.
＋ Read the Full Video Transcript

In this video, we’re going to show you how to give CustomBooks support access to your account when troubleshooting an issue.

There may be times when our support team needs access to your account to identify and resolve a problem more quickly. Granting access allows us to log in directly, view the issue firsthand, and take immediate action, saving you time and avoiding unnecessary back-and-forth.

To enable support access, go to the Admin Panel and select Security Settings. This will open your Users List. Click on the Activate Support User button. You’ll see a confirmation message at the bottom of the screen letting you know that support access has been added.

You can revoke access at any time by clicking Deactivate Support User. You’ll see another confirmation message confirming the user has been removed.

Once the user has been deactivated, you will see a check mark in the Inactive column if you are not set to hide inactive users.

Giving support access when needed helps our support team troubleshoot issues more quickly.





Security and Privacy

CustomBooks™ takes your security and privacy seriously. Activating the Support User only grants temporary access and can be controlled entirely by you. The Support User will only be able to access your account to the extent necessary to provide the required support, and you can deactivate this access at any time.

By following these steps, you can easily enable and disable support access in CustomBooks™, ensuring you receive the help you need while maintaining control over your account security.

For any further assistance or if you encounter any issues during this process, please contact our Support team. We are here to help!