Checking User Access to Salesforce Security Realm
Step | Result | |
|---|---|---|
| 1 | Open Docupace and proceed to Administration > Security > Security realm. |  Opening Docupace Security realm |
| 2 | Search for your User ID. | |
| 3 | Check that the Site Role column for your user shows the Admin role assigned. Then click the Edit link. The Security page opens. |  Site Role: Admin |
| 4 | Check that the list of Trusted SSO Realms includes Salesforce. |  SalesForce realm for your user account |
Checking Admin Data Role in Security Manager
Step | Result | |
|---|---|---|
| 1 | Open Docupace and proceed to Administration > Security > Security manager. The Docupace Security Manager window opens. | |
| 2 | Open the Data Roles tab. | |
| 3 | Click on the Admin role. | |
| 4 | Check that the Select access is set for these domains:
|  Setting Select domain access in Security Manager |
| 5 | Check that the Select, Insert, Update and Delete access is set for these domains:
|  Setting Select, Insert, Update and Delete domain access in Security Manager |
| 6 | 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. | |
| 7 | Click Exit to close the Security Manager. |
Checking System Administrator Assignment
Step | Result | |
|---|---|---|
| 1 | Open your user Settings section. |  User Settings in Salesforce Lightning |
| 2 | Proceed to My Personal Information > Advanced User Details screen and check that the Profile field shows System Administrator. |  Advanced User Details screen |