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General information:If a user reports they are unable to view content on either http://cda.org or http://tdicinsurance.com that requires a login to view, please have them do the following:
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Viewing User Roles and Information
To view user information, go to the “users” page from the persona bar
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If the issue is with a content editor, you may also need to check settings at the page or module level.
Page and Module Permissions
Check the permissions of a page at the bottom left using the “settings” icon.
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2. If the page has a box checked in the edit column for “Content Editor”, then it is available for content editors to edit the page.
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Module Permissions
In some cases a module may have different permissions than the rest of the page. If a content editor is only having trouble editing a section of content, do the following:
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4. Check the box in the “edit” column by content editor. Make sure you do not check this box next to “all users.”
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Verifying Roles
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View an overview of TDIC roles here: TDIC Staff & Component Access Overview |
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3. If you don’t see your role, you may need to use the “All Groups” selector to also see internal (staff) roles. Click the person icon to see all people in that role.
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TDIC Staff/Employee Access
TDIC staff, brokers, and other internal employees who need to view but not edit content need a role called “staff-component.” Typically new employees should now be provided this information during the onboarding process, but this link can be sent as an overview to employees without existing access.
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How to Request Access to tdicinsurance.com
Staff/Employee Troubleshooting
If an employee believes they have registered but still cannot see protected content (such as informed consent forms), please do the following:
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Ask the employee to visit one of the protected content pages, such as https://tdicinsurance.com/Manage-Risks/Informed-Consent , and try to download a form. They will be asked to sign in and complete the phone verification process.
Their website account will be created after they do this. Return to the user management page and you should be able to see their account now.
As outlined above, the “staff-component” role can be added at this point.
Content Editor Roles
If a user reports they are not able to edit content, upload files, or view form results, there are separate roles for these items, set up the same as outlined above. These roles are visible under the “Internal” tab of the roles section.
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