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- User can't access the site.
- Ask about any messages that may be appearing.
- Ask if the user forgot the password. You can reset the password for the user by sending an activation email. See Single User Activation for details on sending a password reset.
- Check whether the user has an account, whether the user name is the same as the name in the user's request, and whether it is active. See Editing a User Profile for details on searching for a user and checking its activation checkbox.
- Ask if the user logged in before, used the activation email to log in, or used the activation email twice. See Single User Activation and Single User Deactivation for details on activating or deactivating a user and sending a password reset.
- Site pages are not loading properly, or the user sees a browser error message.
- Ask user to clear his or her browser cache, delete cookies, and launch a new browser session.
- Verify the user has cookies enabled in his or her browser.
- Impersonate the user to reproduce the issue if possible. See Impersonating a User for details.
- Verify the browser type and version. See Minimum Site Requirements for requirements.
- Verify there have been no changes to the user’s network or firewall settings. If changes were made, the user will need to contact their network administrator for further assistance.
Administering Expense
The site administrator can perform the following to administer Expense for users:
- Add or change payment types and expense types.
- Add or change expense and receipt policies.
- Add or change cost allocations.
- Set up delegates for expense reporting.
See "Administering Expense" in the Admin Access help for instructions.
Administering the Site
The site administrator can also:
- Customize fields in the user's profile that are exported in reports. See Profile Field Settings for details.
- Change service configurations and site settings. See Frequently Asked Questions (FAQs) About Site Administration for a summary.
- Manage data, such as uploading user profiles. See Profiles Tab for Managing Uploads for details.
- Triage issues and assess their priorities before entering a support case with Deem.
- Recreate and document issues for the support case description.
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