Managing and Using Test Accounts

This article provides a step-by-step guide on creating and utilizing a test user account for verification on changes made to your Instrument.

Testing Permissions and Customization Changes

When a change to a screen or field permissions (read-only or hidden) or a college-specific customization is requested, verify the change using one of two methods:

• Configuration Report
• Generic Faculty Account

Using a generic faculty account allows for easier screenshot capture and troubleshooting with faculty.

Creating and Using a Test User Account

1. Create a user (article link: Creating User Accounts) 
2. Set the user to "disabled"
3. Test the changes
4. Manage Data for the user to assign the correct college, if necessary
5. Re-enable the user
6. Save changes
7. Reset the password, if needed or for a local URL (article link: Reset your password for Faculty Success). 
8. Log in as the faculty
9. Confirm the changes
10. Revert back to the Admin account
11. Disable the test account

Disabling the account after each use prevents the user from appearing in reports or in the Manage Data user list for other administrative users.