Overview

Objective

Upon completion of this KB the user will be able to Create a user login, Add / update a password, assign a security level and enable / disable a users login access

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Contacts / Users are staff or associates of the institution not students.

Key terms and concepts

Implications

Different Security levels will granted the user different levels of access to the system. A suitable level needs to be granted to a user to give sufficient access. This may be view only e.g. Student Level or reception level access, some editing rights e.g. Staff level access, Administration level e.g.Flex Admin or Full Access e.g. Full Admin. 

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1. Click on Contact tab in the side menu.
2. Click on Search in the side menu.
3. Enter at least one of the following options in to the relevant search box: 
   • Given Name 
   • Surname
   • Home Institution
   • Status
   • Contact Role 
4. Click on the Search ContactImage Removed button button
5. To filter the list of contacts, in the search box Image Removed above box above the list of contacts, start typing the contacts's first or given name. 
6. This will return a list of contacts that meet the searched criteria
7. To reduce the returned options start typing the name of the unit into this box Image Removed The box. The returned results will reduce to match the criteria.
8. When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.
9. Click on the Login option in the side menu.
10. The new contacts user name will be automatically generated in the User Login Id field based on the details added to the contact record.
11. 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.
    • A minimum of 8 Characters
    • A combination of upper and lowercase letters
    • At least 1 number
12. Click the Save User Login Button
13. From the Assigned Security for user Login section select the requires access level for the new user
14. Click the Assign Security Button
15. Click the Enable User Login Button

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1. Click on Contact tab in the side menu.
2. Click on Search in the side menu.
3. Enter at least one of the following options in to the relevant search box: 
   • Given Name 
   • Surname
   • Home Institution
   • Status
   • Contact Role 
4. Click on the Search ContactImage Removed button button
5. This will return a list of contacts that meet the searched criteria
6. To filter the list of contacts, in the search box  Image Removed above above the list of contacts, start typing the contacts's first or given name. 
7. When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.
8. Click on the Login option in the side menu.
9. Scroll down to the Change Password Section
10. 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
11. Click the Update User Password Image Removed button.

How to edit the reset user login password email template

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 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:

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1. Click on Contact tab in the side menu.
2. Click on Search in the side menu.
3. Enter at least one of the following options in to the relevant search box: 
   • Given Name 
   • Surname
   • Home Institution
   • Status
   • Contact Role 
4. Click on the Search ContactImage Removed button button
5. This will return a list of contacts that meet the searched criteria
6. To filter the list of contacts, in the search box  Image Removed above above the list of contacts, start typing the contacts's first or given name. 
7. When you see the record for the contact you are looking for, click on the contact role for that contact, highlighted in blue in the left column of that row.
8. Click on the Login option in the side menu
9. Click the Disable User Login Image Removed button. Check the Enabled option is set to N which is short for No Image Removed
10. Click the Remove Security Image Removed button
11. Click the Contacts tab in the side menu
12. Click the Edit Details option in the side menu
13. Scroll down to the Other details section
14. Click on the Status drop box and set the status to Archived or inactive
15. Click the Save Contact Image RemovedContact button.