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Troubleshooting Form Security Access

379 bytes removed, 13:34, 5 November 2013
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== Functional Access ==
When trying to troubleshoot troubleshooting access to a form, test or QA program, the following steps may be useful in identifying where the issues issue 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 />
# '''When the user has logged in, can they see the appropriate module from the module list on the left hand side?''' The modules involved usually are Inbound Contact, Outbound Contact, Case and Form Management, Testing Centre or Quality Assurance. Access to these modules are managed again through the users security details in the SAM module.<br /><br />
# '''When the user goes into one of these modules can they see the appropriate subsetion and are able to open it?''' Again as per the previous item, managed through SAM<br /><br />
'''Can the user log in?''' Ask the user if they can see the main menu; often you’ll find they have simply forgotten their password. Passwords are changed in the System Access Management (SAM) module:  Main Menu > System Access Management > User Administration > Edit User - Security Details > Look up the user using their details. When the user has logged in, can they see the appropriate module from the module list on the left hand side? Access to modules is managed as above in the SAM module. When the user accesses a module can they see and open the appropriate subsection? As above, this is also managed through SAM. If the user can get to the listing screen where the campaign form should be and the campaign is it’s not there, there are a further few administrative trouble shooting steps to take.
== Security Access ==
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