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Softbooq staff cannot see your business data. If you want support to look at something with you, a workspace Admin lets them in: they can read, never change anything, and only until the time you choose. You can end it at any time, and every visit is listed.

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Let support in

1

Open Settings → Legal & Compliance

Find the Softbooq support access card. Only workspace Admins can use it.
2

Choose Let support read your data

In What should support look at?, say what the problem is, so support knows where to look.
3

Choose For how long

1 day, 3 days or 7 days. Seven days is the longest.
4

Choose Let support read

The card shows Support can read and the date access ends.

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End it early

Choose End access now. Support can no longer read your data, and any support session that is open ends at once.

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See every visit

History lists each time support opened your workspace, so you can see exactly when someone looked.

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What support can and cannot do

  • They can read your workspace’s data, to understand the problem.
  • They cannot change, add or delete anything.
  • When the time you chose runs out, access ends by itself.

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See also

Admin Portal

Users, roles and security.

Settings

Where your workspace is configured.

Support

Contact Softbooq support.