Impersonation Access by Personio

 

In this article, you will find detailed instructions on how to grant and limit access to your account for the Personio support team.

 

Why granting access

If you contact our support team to check or discuss a setting in your account, your must first grant access to your account for our support staff. Otherwise, they will not be able to access your account The login takes place after approval via one of your administrator profiles. Please note that this setting is necessary to comply with the requirements of the General Data Protection Regulation (GDPR).

Please note that your account will be automatically unlocked for one week . You can click on Edit to adjust this time period and, if necessary, change it (e.g. restrict it).

 

How to grant access

The access can only be granted by previously defined authorized employees for support and instruction. In the Settings, the corresponding menu item is also only visible for these employees. For more information on authorizing employees for support and instruction, click here.

Navigate to Settings > Support > Impersonation access, click on Edit and click the slider Enable Access for Personio Customer Support Employees.This function is disabled by default.

support-access_en-us.png

Now define how long the access should be effective. Select one of the following time frames:

  • 1 day
  • 1 week
  • 2 weeks
  • 1 month
  • 4 months
  • Unlimited

If you contact our support via email and a verification of the account is necessary, please grant an approval for at least 1 day and, in case of a request during the weekend, for 1 week.

In order to be able to support you as quickly as possible and without complications in the event of a request or a problem, we recommend that you grant access for 4 months at a time. In this case, you do not have to set up the release before each support request, if this is required.

After saving your settings, the end of the current access granting period is displayed according to the selection you made.

Please note that access will actually be blocked at the specified end time and any existing login will be cancelled.

 

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