Links

Testing resources

Testing resources

Product managers, user experience designers, and others may need to test out CiviForm to see how the product currently looks and works. Recall that there are 4 user types:
  • Applicants
  • Trusted intermediaries (TIs)
  • CiviForm admins
  • Program admins
Logging in as applicants, CiviForm admins, or Program admins is pretty easy -- there should be buttons for those directly on staging.seattle.civiform.com:
  • Applicants: choose "Continue as guest"
  • CiviForm admins: choose "Admin: Global"
  • Program admins: choose "Admin: Of all programs"
However, logging in as a TI is harder. Here's how to get in as a TI:
  1. 1.
    Log in as a CiviForm admin ("Admin: Global").
  2. 2.
    Go to the Intermediaries tab.
  3. 3.
    Edit the "group name" intermediary group. (It's the only "Edit" button you'll see.)
  4. 4.
    Add [email protected] as a member. You should see "OK" appear in the Status column.
  5. 5.
    Log out.
  6. 6.
    Log in (with the big "Log In" button) as a Trusted Intermediary. Use sherlock as the username and 221Bbaker! (including the exclamation point) as the password.
  7. 7.
    You should be in! Look for a link to the Trusted Intermediary Dashboard.
If this Sherlock test account isn't found, you'll need to create a new IDCS account:
  1. 1.
    On the homepage, hit "Register" to make a new account.
  2. 2.
    Create a new throwaway email address on dispostable.com.
  3. 3.
    Fill in the form so you can create an account with that email address. Remember the username and password, and update this Wiki page accordingly.