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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

Assumptions

• he The User has the minimum required level to access the Contacts tab
• The User has the permission / authority of the Institution to grant access to users / to use Paradigm

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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) If no record exists a new record can be created.
4. This will return a list of contacts that meet the searched criteria
5. To reduce the returned options start typing the name of the unit into this box  The returned results will reduce to match the criteria.
6. Click on the blue hyper link on the left side of the required record.
7. Click on the login option in the Side Menu
8. The new contacts user name will be automatically generated in the User Login Id Field based on the details added to the contact record
9. 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
10. Click the Save User Login Button
11. From the Assigned Security for user Login section select the requires access level for the new user
12. Click the Assign Security Button
13. 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 any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria) If no record exists a new record can be created.
4. This will return a list of contacts that meet the searched criteria
5. To reduce the returned options start typing the name of the unit into this box  The returned results will reduce to match the criteria.
6. Click on the blue hyper link on the left side of the required record.
7. Click on the login option in the Side Menu
8. Scroll down to the Change Password Section
9. 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
10. Click the Save 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 any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria) If no record exists a new record can be created.
4. This will return a list of contacts that meet the searched criteria
5. To reduce the returned options start typing the name of the unit into this box  The returned results will reduce to match the criteria.
6. Click on the blue hyper link on the left side of the required record.
7. Click on the login option in the Side Menu
8. Click the Disable User Login Button. Check the Enabled option is set to No 
9. Click the Remove Security Button
10. Click the Contacts tab in the Side menu
11. Click the Edit Details option in the Side Menu
12. Scroll down to the Other details section and set the Status to Archived or inactive
13. Click the Save Contact button.

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