== Security Access ==
At this point access to the functionality has been confirmed, but the user has not being granted access to individual forms.
At this point access to the functionality has been confirmed, but the user is not being granted access to the campaign.
The steps to troubleshoot campaign access are:
The steps to troubleshoot campaign access are :
# '''Is the form in date?''' The most common challenge is that Most commonly the form has run past its end date. Check this as follows: Main Menu > Form Management > Primary Management > Form - Edit > Select the form > Carefully check Check that the dates are in range.<br /><br /># '''Is the form active?''' In the same section, check in the "Advanced Options" subsection when editing the campaign, ensure that the ". Is Active" is set to "True"<br /><br /># '''Is the form inbound, outbound or blended?''' If the form is "Inbound" or "Blended" it is will only be visible in the Inbound Contact module. If the Form is "Outbound" or "Blended" it is will only be visible in the Outbound Contact module. Inbound forms are not available in the outbound contact module. Outbound forms are not If it is designated as Blended it will be visible in the Inbound Contact moduleboth.<br /><br /># '''Has the user been granted access permission to the form?''' If the users user is a new user to the system they need to be granted access to the form. Firstly check if they have permission. Main Menu > Form Management > Form - Security Access > Form - Profile access to a form > Select the Choose your form and check for that the useris listed. If the user is not listed they can be easily added using Main Menu > Form Management > Form - Security Access > Form - Single - Add - User to Form
== Control Bar Links ==
Manually at this stage you should be able to navigate to the form manually from the Main Menu. As more and more Control Bar links are created on your system used to speed up access, to a particular point in the system but sometimes the user may not have been granted access to these links. '''Who has access to the control bar link?''' Navigate to the security profile page. Main Menu > Control Bar > Security Management > Profile - By User Looking up the user will show you which control bar linksthe user can see. If the desired 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 user you wish to add. Ask the user to refresh the main menu, by clicking the browsers refresh button or by going to the Main Menu and using the F5 function key on their keyboard.
# '''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.
== Last resort ==
If at this point the user still cannot can’t see the campaign please contact BE support. We're always here to help.
[[Category:TroubleshootingModule Specific:Form Management]][[Category:Module Specific:System Access Management]][[Category:Topic:Support]][[Category:Topic:Outbound]]
