Overview

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When adding a new contact / User to Paradigm what type  / level of access needs to be assessed.  Different levels of access can edit / update and access varying amounts of the system from limited student data (Reception) right to Full admin / Registrar level access for full system access and Government reporting. The type of access given to a new user will depend on their position within the institution.

Workflow

How to Search for a Contact / User 

1. Click on Contact tab in the side menu, 
2. Click on Search in the Side Menu
3. Enter any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria)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 Contact Image Added button
5. To filter the list of contacts, in the search box Image Added 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  The returned results will reduce to match the criteria.
8. Click on the blue hyper link on the left side of the required recordWhen 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.

Further reading

How to Add / Create a Contact / User record

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