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From All n One's bxp software Wixi
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In order for a user to access a campaignform, they must have been granted functional and content access.
From time to time users can find themselves unable to access a campaignform, case portfolio or quality program. In this case as the system champion you need to do a little troubleshooting to figure out why they can't see the campaignform. This page should help.
== Functional Access ==
When trying to troubleshoot access to a campaignform, test or QA program, the following steps may be useful in identifying where the issues lies.
# '''Can the user log in?''' This is tested by asking the user can they see the main menu. Usually forgotten passwords are the key challenge here. Passwords are changed by System Champions by editing the users security details in the System Access Management module. Main Menu > System Access Management > User Administration > Edit User - Security Details > Lookup the user using their details.<br /><br />
The steps to troubleshoot campaign access are :
# '''Is the campaign form in date?''' The most common challenge is that campaign form has run past its end date. Main Menu > Database Form Management > Primary Management > Campaign Form - Edit > Select the campaign form > Carefully check that the dates are in range.<br /><br /># '''Is the campaign form active?''' In the same section, check in the "Advanced Options" subsection when editing the campaign, ensure that the "Active" is set to "True"<br /><br /># '''Is the campaign form inbound, outbound or blended?''' If the campaign form is "Inbound" or "Blended" it is visible in the Inbound Contact module. If the Campaign Form is "Outbound" or "Blended" it is visible in the Outbound Contact module. Inbound campaigns forms are not available in the outbound contact module. Outbound campaigns forms are not visible in the Inbound Contact module.<br /><br /># '''Has the user been granted access permission to the campaignform?''' If the users is a new user to the system they need to be granted access to the campaignform. Firstly check if they have permission. Main Menu > Database Form Management > Database Form - Security Access > Campaign Form - Profile access to a campaign form > Select the campaign form and check for the user. If the user is not listed they can be easily added using Main Menu > Database Form Management > Database Form - Security Access > Campaign Form - Single - Add - User to CampaignForm
== Control Bar Links ==
Manually at this stage you should be able to navigate to the campaign form manually from the Main Menu. As more and more Control Bar links are created on your system to speed up access, sometimes the user may not have been granted access to these Control Bar links.
# '''Who has access to the control bar link?''' Navigate to the security profile page. Main Menu > Control Bar > Security Management > Profile - By User > Look up the user by their details. This will show you what control bar links the user can see. If the desired control bar link is not listed, add it to the user. Main Menu > Control Bar > Security Management > Allow users access to link > Select the Public Link > Check the users you wish to add. Then get the user to "refresh" the main menu, by clicking their browsers refresh button or by going to the Main Menu and pressing the F5 function key on their keyboard.
