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REQUESTING ACCESS TO SELF-SERVICE TOOLS
• Open a Zendesk Ticket – including the following:
o Which tools are being requested
User Administration
Configuration Tools (Lookups/Drop Downs, Templates, Folders, User-Defined
Attributes)
Bulk Update
Data Import
o Security group
Can permissions be added to an existing security group
New security group is required
o Users that should receive access
• Note: A outreach to all customers will be made in Q1 2023 to
ensure everyone is aware and can benefit from these tools
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