Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
title2. How to Create / Add a new Contact / User to Paradigm
Note

Be advised

Please ensure that the contact doesn't already exist prior to creating a new contact record

  1. Click on Contact tab in the side menu, 

  2. Click on Add New in the side menu

  3. Enter the Required information - minimum required fields are (refer to the above table)

  4. Click on Save Contact Button.

  5. Once Save the new contact record, go to Contacts > Login. Refer to the next workflow on how to add a Security group to a contact.

Expand
title3. How to Maintain / Add a  security group to a Contact / Users Record
  1. Once the contact is created, Paradigm will show a success message on the top of the page showing the user account has been created successfully.

  2. Adding Roles to the contact record: Roles within the system are allocated to the contacts record, these will allow for a contact to be assigned tasks or roles within the system e.g. Teacher, Lecturer, administrator, Order clerk, request taker, registrar, HEIMS contact, mentor. These roles do not determine the access level for the contact.

  3. Adding a security group: Once the contact has been loaded click on Login in the side menu. A user name is allocated automatically by the system, allocate a password and press the save button. (The save button will only appear only when the password strength passes a satisfactory level.) Next select the appropriate security group to assign to the user, click on assign security to commit the change. Finally press the Enable User Login button.

  4. Removing a security group: In order to remove a security group, Load the contact, click on the Login in the side menu, click on the Remove Security button next to the security group to be removed. The system will prompt user to whether to delete the selected items. Click OK to make the change.

  5. Disable a user account:  Load the contact, click on the Login in the side menu, Click on the Disable User button. This will disable the users login for the system.

...