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Sense Portal Settings: Granting Access for Sense Staff (Admin)

Learn how administrators can securely grant and revoke temporary access for Sense Workplace support staff in the Portal.

Who it’s for: Administrators

Platform: Sense Portal
Available on: All plans

Before you begin

Make sure you:

☑️ Have access to Sense Portal

☑️ Know why Sense Support needs access

☑️ Know how long access should be granted for

🖊️ Note: You can access Sense Portal directly using the product switcher.


Overview

Customer support access allows administrators to grant temporary access to authorised Sense staff.

This is used when Sense Support needs access to help investigate, troubleshoot, or resolve an issue for your organisation.

Access can be granted for a defined period and revoked when it is no longer needed.

This guide explains how to grant and revoke access using the Customer Support Access option in the Sense Portal.


Navigation Path

Sense Portal Dashboard > Settings > Customer Support Access


Steps to Grant Access to Sense Staff

  1. Click on the Product Switcher in the top left corner

  2. Click on Portal

  3. In the Sense Portal, go to Settings.

  4. Click the Customer support access tile.

  5. On the Access history screen (showing all historical and active support access events), click the purple Add (+)button in the top right corner.

  6. Select a Group — in most cases, choose Support. (Other groups may be available depending on your company settings)

  7. Set the Duration for access using one of the following options:
    Until manually revoked

    Preset period
    Custom duration

  8. Click Add. Once granted, the selected Sense Support Analyst will have access for the defined period.

Access is temporary and automatically ends once the time limit expires.


Review existing support access

To review current or previous support access:

  1. Go to Sense Portal > Settings > Customer support access.

  2. Review the access history table.

  3. Check the access Status, Start date, and End date.

The access history helps you see when support access was granted, whether it is still active, and when it expires.


Revoke Support Access

Access can be revoked at any time.

  1. Open the Customer Support Access screen.

  2. In the Access history list, locate the active support access.

  3. Toggle off access for the relevant entry.

  4. Confirm the removal when prompted.

🖊️ Note: If no further action is taken, access will automatically expire at the end of the defined period.


Good practice

  • Only grant support access for as long as needed.

  • Review active support access regularly.

  • Revoke access when the support issue has been resolved.

  • Keep internal records of why access was granted, especially for sensitive issues.


Troubleshooting

Sense Support cannot access your organisation

Check that:

  • support access has been granted

  • the access period has not expired

  • the access entry is active

  • the correct support access option was selected

If the issue continues, contact Sense Support.

Support access has expired

If Sense Support still needs access, create a new support access entry with a suitable duration.

You granted access by mistake

Go to Sense Portal > Settings > Customer support access and revoke the active access entry.


Summary

Customer support access is managed in Sense Portal > Settings > Customer support access.

Use this area to grant temporary access for Sense Support, review access history, and revoke access when it is no longer needed.


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