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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.

Please note: Depending on the individual users levels of access not all pages will be available or editable. If you have Full Admin level access and the pages still isn't visible it maybe either not being used at your institution or have been hidden. For more information contact the Silverband help desk.

• System will automatically create a system user login each time new contact is created. If the contact record is not an active system user, then their login should be set to disabled.
• This part of the system is not a replacement of the HR application, data entered here may be visible to different types of users. It is therefore not recommended to store sensitive data in this system.
• There is an option to limit users from accessing and/or editing student related record with a different institution to the one specified against that user. By default, this setting is not enabled. A request can be made via help desk to enable this feature.
• Updating a Users name (due to change of name, Marriage, Divorce, etc) will not automatically update their user login credentials, this will to be edited in the Contacts Login screen as we ll as within the Users record. To do this a new user id will need to be created, enabled, provided a security level and password.

Workflow

How to Search for a Contact / User 

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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 Contact button
5. To filter the list of contacts, in the search 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. 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. Scroll Down to the Other Details section
9. Click on the Status drop box
10. Select Archived 
11. Click the Save Contact  Button
12. Click on the Login option in the Side Menu
13. Click on the Disable User Login  button
14. Ensure that the Enable option within the Activate User login section appears as No 

How to Edit a User / Contact Record

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 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 Image Added 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. Update the Required Fields / information
10. Click on the Save Contact Image Addedbutton.

How to Add Scheduled units to a Contacts Dashboard

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 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. 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. Scroll Down to Edit Contact details section
9. Scroll down to the Add contacts Role for Scheduled Units section. 
10. To search for a Scheduled Unit enter at least one of the following options in to the relevant search box:
    • Unit Code
    • Unit Name
    • Unit Provider
    • Unit Keywords
    • Unit status 
11. Click on the Search Scheduled UnitImage Added Button.
12. This will return a list of units that meet the searched criteria
13. Click on the Select the role  drop box on the right hand side of the required unit. 
14. Click on the required option. When selecting a role the tick box will automatically be selected. Multiple units can be added at the same time.

15. Click the Add Role to Schedule Units Image Addedbutton to complete the process.

Further reading