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title1. How to Create a User / Contact Login Credentials

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title1.
How to
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a User or Contact Login Credentials

NOTE: If the contact record is already loaded, proceed to the

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titlestep 2
instructions, else start with
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titlestep 1
.

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Load the Contact’s Record

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,
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Choose Contacts > Search menus on the side.

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Enter at least one of the following options into the relevant search box: Given Name, Surname, Home Institution, Status, Contact Role.

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Click the SEARCH CONTACT button.

 

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After clicking the SEARCH CONTACT button, it will return a list of contacts that meet your searched criteria. To filter the list of contacts, in the 🔍Filter box above the list of contacts, start typing the contact’s First or Given name. 

 

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When you see the record of the contact that you are looking for, click the contact’s role, highlighted in blue in the left column under the Role Id heading. This will load the contact’s edit details page.

 

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titlestep 2
Create a User or Contact Contact’s Login Credentials

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title1
,
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With the contact’s record loaded in the system, go to Contacts > Login menus on the side.

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With the contact’s record loaded in the system, go to Contacts > Login menus on the side. This will load the login page, go to the CREATE NEW USER LOGIN Form section. The new contacts user name will be automatically generated in the User Login Id field based on the details added to the contact record.

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Enter a new password for the user. The password policy requires all of the parameters below and the save button will not appear until all requirements have been met.

  1. A minimum of 8 Characters

  2. A combination of upper and lowercase letters

  3. At least 1 number

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Click the SAVE USER LOGIN button.

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titlestep 3
Add or Assign a Security Group to the Contact’s Record and Enable the Contact’s Login

Refer to the instructions on this link: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#3.2-Add-or-Assign-a-Security-Group-to-the-Contact-Record.

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title2. How to Update a User / Contact Password

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title2.
How to
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titleupdate
a User or Contact Password

  • Click on Contact tab in the side menu.

  • Click on Search in the side menu.

    • NOTE: If the contact record is already loaded, proceed to the

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    titlestep 2
    instructions, else start with
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    titlestep 1
    .

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    titlestep 1
    Load the Contact’s Record

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    title1
    ,
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    title2
    Choose Contacts > Search menus on the side.

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    title3
    Enter at least one of the following options

    in to

    into the relevant search box:

     

    Given

    Name 

    Name, Surname

    , Home Institution

  • Status

  • Contact Role 

  • Click on the Search Contact button

    • This

    , Status, Contact Role.

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    title4
    Click the SEARCH CONTACT button.

    Image Added

     

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    title5
    After clicking the SEARCH CONTACT button, it will return a list of contacts that meet

    the

    your searched criteria

    . To filter the list of contacts, in the

    search box 

    🔍Filter box above the list of contacts, start typing the contact’s

    first

    First or

    given

    Given name. 

    Image Added

     

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    title6
    When you see the record

    for

    of the contact that you are looking for, click

    on

    the

    contact

    contact’s role

    for that contact

    , highlighted in blue in the left column

    of that row.

  • Click on the Login option in the side menu.

  • Scroll down to the Change Password Section

  • Create a new password for the user. The password policy requires all of the parameters below and the save button will not appear until all requirements have been met.

    • A minimum of 8 Characters

    • A combination of upper and lowercase letters

    • At least 1 number

    • Click the Update User Password button

    under the Role Id heading. This will load the contact’s edit details page.

    Image Added

     

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    titlestep 2
    Update the Contact’s Password

    Follow steps

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    title2
    -
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    of the instructions of this link: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#04.-How-to-add-or-reset-a-User-Password.

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    Expand
    title3. How to Edit the Reset User Login Password Email Template

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    title3.
    How to
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    titleedit
    the Reset User Login Password Email Template

    The password reset template is largely composed of two label text fields:

    1. reset_user_login_password_emailHtmlHeader

    2. reset_user_login_password_emailHtmlFooter

    Here is the direct links for your information:

    Code Block
    https://{host}.edu.net.au/label_edit.php?labelId=reset_user_login_password_emailHtmlHeader

https://{host}.edu.net.au/label_edit.php?labelId=reset_user_login_password_emailHtmlFooter

    For users who can read HTML, the email template code looks like the following:

    Code Block
    <html><body>Dear {student_firstName}{contact_firstName},<br><br>{label:get_tpl_label_text_long reset_user_login_password_emailHtmlHeader} <b>Username:</b>{optional:show_form_field reset_user_login_password_email_userLoginId} {user_login_userLoginId} <b>or:</b> {/optional} {user_login_email} <br> <b>Password:</b> {user_login_newPassword}<br>{label:get_tpl_label_text_long reset_user_login_password_emailHtmlFooter}</body></html>

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    ...