Permissions FAQs

A User cannot access certain records, what should I do? 

Check the User's Permission Type. 

Access Settings > Permissions to review the Permission type settings and determine if that Permission Type can access the records they need. If not, select the tables needed. 

Note: When new tables are created, SAM does not assume those records are viewable to all Permission Types. SAM Admins should review Permissions when new tables to the database are added. 

What's the best way to test permissions? 

Create a temporary test Person record to test with. Enable login and add the Permission type you're testing with to their settings. 

Open two different web browsers. Use one browser to login as the SAM Admin, the other for logging in as the test User. 

Login as the test Person and review their access to specific records, reports, and actions.