Issue: The user receives the following popup when attempting to open PCM after selecting ODBC:
User: <user login> has not been granted access to Plexis Claims Manager, please contact your system administrator.
Resolution: This means the user has not been granted access to the database in SQL Server Management Studio (SSMS). There are two ways to add new users to SQL Server.
- Add each individual users' Logins and grant access this way.
- Create an AD group by role/access like "Claims Examiners", "Admin/Super Users", etc., then add the new user to whatever AD group has been configured for their role already in SSMS.
To ensure your user has access to the PCM database, here are the steps:
- Open SSMS and connect to the Server the PCM database is restored on
- Navigate to Security > Logins in the Object Explorer
- Right-click on the user Login that you are wanting to grant access for and click Properties
- In the Login Properties window, click on User Mapping on the left side navigation.
- In the User Mapping window, check the checkbox next to the database you want to grant the user access to.
- Once you have checked the database, you select the role membership for the user in the Database Role Membership at the bottom of the Login Properties screen. For this example, I have chosen the role of Customer Service for the user in question:
- Once you have selected a role, click OK to save your changes. The user will now have access to PCM.
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