Tools Access

Tools Access

LiveCustomer documentation

Tools Access

How tool access works

Tools Access is controlled by the client user who manages the account dashboard.

Account ID is the access code a team member uses to enter the tools workspace from the /auth page.

Client user responsibility means the actual client user must create, manage, and share Account IDs for the people who need tool access.

Team member access starts only after the client user gives that person an active Account ID.

Where to get your Account ID

Ask your client user if you do not have an Account ID yet.

Usage Controls is where the client user creates and manages Account IDs from the client dashboard.

Create Account ID lets the client user issue a new Account ID for a person, role, or bay that needs access to the tools.

Share the Account ID means the client user gives the Account ID to the person who will use the tools workspace.

Suspended or deleted Account IDs cannot be used for tool access. If your Account ID stops working, ask the client user to check its status.

How to sign in to tools

Open the auth page at /auth.

Account ID is where you enter the Account ID your client user gave you.

Remember my Account ID can be selected if you want the browser to remember the Account ID for later.

Access Workspace opens the tools workspace after the Account ID is accepted.

Choose your workspace role after access is accepted. The tools you see depend on the role and the access enabled for your account.

If you cannot get in

Wrong or missing Account ID should be handled by your client user first.

No Account ID yet means the client user needs to create one in Usage Controls.

Need a different role or tool should also go through the client user because they manage who should receive tool access.

Contact support is available if the client user cannot resolve the access issue.