Genesys Cloud provides the ability to automatically log in to a client's account from the Genesys Cloud menu. Users with the required permissions can search for a client, click the Auto Login button, and be logged in to the client's organization dashboard. This allows easy access to manage and configure the client's Genesys Cloud instance without separate credentials. Key capabilities include searching for clients, one-click login, and automatic access to the client's admin menu with a visual indicator of the current organization context.
The following permissions:
Affiliate Organization > Clients > View
External Organization > External Contacts > View
Authorization > Org Trustee > View
Note: If you do not have the Auto Login button, then you do not have any roles within the client’s organization.
From the Genesys Cloud menu, click Clients.
Search for and navigate to the appropriate client.
Note: You can search by name or org ID. If you find a single match, the Auto Login button appears in the client’s row. Click it to log in to the organization.
In the Name column, click the client’s name. The client’s dashboard opens.
Under Organization, click Login.
Note: Genesys Cloud automatically logs you in to the client’s organization and displays the Admin menu. The navigation bar displays a colored banner with the name of the client’s organization.
To return to your home organization, click Home Org.