Help and Troubleshooting › Security
Principal Users
- The record does not save → Required information is missing → Complete all seven required fields, then select Save.
- The record does not save after required information is entered → One or more values do not meet the accepted format → Correct the value in the field that requires a specific format, then select Save.
- You need to leave the form after saving → The record remains open → Select Save and Close.
Teams
| Symptom | Likely cause | Fix |
|---|---|---|
| The team record does not save. | One or more required fields are missing. | Complete Department, Team Name, and Team Leader, then select Save again. |
| You cannot find the team that you need to update. | The Teams list contains multiple team records. | Enter relevant text in the Search box to narrow the list, then select the required record. |
| You need to return to the full list of teams. | You are working in an individual team record. | Select All Teams. |
My Profile
- A device is difficult to identify → The device names are similar → Compare the Trusted machine and First login at information for the listed devices.
- An expected device is not visible → The device is not listed in the current trusted login devices view → Review the available device records in Trusted Login Devices : 86.
Configure Users
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The required user record type is not available → The creation action has not been selected → Return to Users and select New company user or New principal user.
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Changes are not retained while configuring tabs → The record has not been saved → Select Save before leaving the user record.
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The user form remains open after configuration → The close action has not been used → Select Save and Close after completing all tabs.
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