---
module: claims.settings
title: Settings
tab: Testing
order: 35
audience: dev
---

Frontend test checklist for **Claims → Settings** (`claims.bcos.dev`). The Settings screen is a **read-only** view of the effective vendor-email template — there is nothing to create or edit here. Click through in the UI and mark each row Pass or Fail.

## Set up
Log in at **claims.bcos.dev** — test accounts (all password `Passw0rd-d3v!`):

| Login | Role | Sees |
|-------|------|------|
| `bcos_a@bcos.dev` | Admin | All institutions |
| `msp_a@msp1.bcos.dev` | MSP admin | C1 + C2 only |
| `customer_a@customer1.bcos.dev` | Customer | C1 only · read-only |

This module has no simulator-device dependency — it shows the email template for the **logged-in user's institution**.

## What to test

| # | Do this | ✅ Pass if |
|---|---------|-----------|
| 1 | As `msp_a`, in the left sidebar under **System** click **⚙️ Settings** | The item expands and shows a **✉️ Email Template** sub-item |
| 2 | Open the **Email Template** screen | Header reads **Settings** with the sub-line about email templates, and the template card loads (never stuck on **Loading…**) |
| 3 | Look at the template card | It shows exactly **one** of: **Active Template** (blue), **Global Template (inherited)** (purple) with name + subject, or a **No template configured** fallback card — no error or blank screen |
| 4 | Scan the whole Settings screen for controls | There is **no Add / Edit / Save / Delete** button anywhere — the screen is view-only |
| 5 | If the card shows **Global Template (inherited)** or **No template configured** | It displays a **"contact your administrator"** note instead of any inline editor |
| 6 | Log in as `customer_a`, open **Settings → Email Template** | The screen loads and is viewable (not blocked for customers); it reflects **only C1** and offers no way to switch institution |
| 7 | Log in as `bcos_a`, open **Settings → Email Template** | Same read-only Email Template card appears — admin gets **no extra edit controls** here |
| 8 | On the Settings screen, refresh the browser (F5) | The Email Template card re-loads to the **same state** and settles — no permanent **Loading…**, no crash |

**Report a fail with:** the row #, which login you used, and what you actually saw.
