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How to Check User Salesforce Access
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Step
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Result
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Checking User Access to Salesforce Security Realm
| Rw ui steps macro | |
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Open Docupace and proceed to Administration > Security > Security realm. |
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Opening Docupace Security realm
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Search for your User ID. |
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Check that the Site Role column for your user shows the Admin role assigned. Then click the Edit link. The Security page opens. |
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Site Role: Admin
- The Admin data role must have access to domains.
How to Check Admin Access
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Step
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Result
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Check that the list of Trusted SSO Realms includes Salesforce. |
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SalesForce realm for your user account
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Checking Admin Data Role in Security Manager
| Rw ui steps macro | |
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Open Docupace and proceed to Administration > Security > Security manager. The Docupace Security Manager window opens. |
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Open the Data Roles tab. |
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Click on the Admin role. |
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Check that the Select access is set for these domains:
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Setting Select domain access in Security Manager
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Check that the Select, Insert, Update and Delete access is set for these domains:
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Setting Select, Insert, Update and Delete domain access in Security Manager
Click the Save menu item from the Data menu (or click the Save icon on the upper left corner) to save the Security Manager settings. |
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Click Exit to close the Security Manager. |
- You must have a Salesforce site set up.
- Your Salesforce account must be assigned to the System Administrator profile.
How to Check System Administrator Assignment
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Step
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Result
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Checking System Administrator Assignment
| Rw ui steps macro | |
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Open your user Settings section in Salesforce. |
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User Settings in Salesforce Lightning
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Proceed to My Personal Information > Advanced User Details screen and check that the Profile field shows System Administrator. |
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