- Use your own account, mailbox and verification methods. Keep passwords, reset links and codes private.
- Confirm the account
- Identify the function
- Ask for the right access
Step by step
Confirm the account
Check that you signed into the intended workspace and account.
Identify the function
Note which screen was refused and what you were trying to do.
Ask for the right access
Have an administrator check membership, role permissions and the app's entitlement for that specific task.
FICTIONAL EXAMPLE
Put it into practice
A read-only member can see a sales record but cannot import; ask for the required import access rather than every permission.
Check the result
The page confirms the result or explains the next sign-in step. Follow that result before retrying.