Get Help Faster by Granting Insycle Support Temporary Access to Your Account

When something isn't working as expected, explaining it over email can take a lot of back-and-forth: screenshots, descriptions, and "can you try this?" replies. Now you can skip most of that. You can give Insycle Support temporary access to your user account so our team can see what you're seeing and get to the answer sooner. This works with all of the CRMs Insycle supports.

With access enabled, Insycle staff can view your data, build templates, and preview results. They cannot make changes to your CRM data, so you stay in control the whole time. Access expires automatically at the end of the date you choose, and you can remove it anytime.

For example, say you're trying to set up a Merge Duplicates configuration but aren't sure your rules will catch the right records. Instead of walking Support through each setting, you can enable access so our team can review your setup, build a template, and preview the results. You review the outcome and decide what to run.

To grant access, you'll need an Owner or Admin role in Insycle. Go to Settings > Accounts and click the life ring icon. In the Support Access popup, choose an end date and click Enable Support Access. The life ring icon turns green while access is active. To change the end date or remove access early, click the green life ring icon again.

See Support Access: Give Insycle Support Temporary Access to an Account for details.