== 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 '''Is the form in date?''' Most commonly the form has run past its end date. Check this as follows: Main Menu > Form Management > Primary Management > Form - Edit > Select the formCheck that the dates are in range. '''Is the form active?''' In the same section, check in the Advanced Options subsection. Is Active is set to True '''Is the form inbound, outbound or blended?''' If the form is Inbound it will only be visible in the Inbound Contact module. If the Form is Outbound it will only be visible in the Outbound Contact module. If it is designated as Blended it will be visible in both. '''Has the user been granted access permission to the form?''' If the user is new to the system they need to be granted access to troubleshoot campaign the form. Main Menu > Form Management > Form - Security Access > Form - Profile access are :to a formChoose your form and check that the user is 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
# '''Is the form in date?''' The most common challenge is that form has run past its end date. Main Menu > Form Management > Primary Management > Form - Edit > Select the form > Carefully 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 "Active" is set to "True"<br /><br />
# '''Is the form inbound, outbound or blended?''' If the form is "Inbound" or "Blended" it is visible in the Inbound Contact module. If the Form is "Outbound" or "Blended" it is visible in the Outbound Contact module. Inbound forms are not available in the outbound contact module. Outbound forms are not visible in the Inbound Contact module.<br /><br />
# '''Has the user been granted access permission to the form?''' If the users 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 form and check for the user. 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 ==