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Troubleshooting Form Security Access

122 bytes added, 18:51, 16 March 2012
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[[Category:Troubleshooting]]
 
== Functional Access ==
 
When trying to troubleshoot access to a campaign, test or QA program, the following steps may be useful in identifying where the issues lies.
If the user can get to the listing screen where the campaign should be and the campaign is not there, there are a further few administrative trouble shooting steps to take.
== Security Access ==
At this point access to the functionality has been confirmed, but the user is not being granted access to the campaign.
# '''Is the campaign inbound, outbound or blended?''' If the campaign is "Inbound" or "Blended" it is visible in the Inbound Contact module. If the Campaign is "Outbound" or "Blended" it is visible in the Outbound Contact module. Inbound campaigns are not available in the outbound contact module. Outbound campaigns are not visible in the Inbound Contact module.<br /><br />
# '''Has the user been granted access permission to the campaign?''' If the users is a new user to the system they need to be granted access to the campaign. Firstly check if they have permission. Main Menu > Database Management > Database - Security Access > Campaign - Profile access to a campaign > Select the campaign and check for the user. If the user is not listed they can be easily added using Main Menu > Database Management > Database - Security Access > Campaign - Single - Add - User to Campaign<br /><br />
 
 
== Control Bar Links ==
Manually at this stage you should be able to navigate to the campaign 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.<br /><br />
 == Last resort == If at this point the user still cannot see the campaign please contact BE support. We're always here to help.
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