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
Assumptions
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The Contacts Login menu in Paradigm will let you assign different access levels to a contact in your business or institution, depending on how you want that user to use or access the different areas of the system. This knowledge article will describe all the access levels possible in Paradigm, as well as the workflows on how you can assign a contact’s login credentials, update, edit, and disable logins.
Complexity:
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Workflow
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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.
Contacts / Users are staff or associates of the institution not students.
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Demo Admin group, has all view Permission
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; You understand that Contacts / Users are staff or associates of the institution not students; You have sufficient information to know what security group to assign for new users; and The Institution has already validated that each security group has access to what it requires and nothing more.
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| title | Key Terms and Concepts |
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| Note |
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BE ADVISED: A user may only be assigned to a single (1) security group. |
| Warning |
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WARNING: A user may only assign a security group that is equal to or less than the one they currently hold. This is to avoid the potential for privilege escalation in user account access. |
The table below outlines the security groups that may be assigned to a user via the Paradigm user interface. The permissions are ordered based on scope of access from least to greatest. | Security Level | Description |
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| 1 | Public | What a user may see without logging into Paradigm. Mostly used for login screens and the online application portal. | | 2 | Applicant | A prospective student who is interacting with Paradigm via the application portal. | | 3 | Student | A student user with mostly read-only access but has the ability to update their address details, register for units, generate a limited set of letter reports , and view other records made available to them by the Institution. | | 4 | Reception | The lowest security group with almost exclusively read-only access to a limited set of student related information. | | 5 | Tutor | An appropriate level of access for a part time or casual teaching staff who needs to look up student details, enter attendance, record assessment marks, or make notes against a student. | | 6 | Staff | NOTE: Default security group assigned by the system to newly created Contact logins. A general level of access with a moderate degree of edit access to student related information and records. | | 7 | Student Services | Intended for users who require the functionality of a staff member together with the ability to record, e.g. advisor / examiner / reviewer | | 8 | Student Admin | An alternative profile based on the flex admin security group. | | 9 | Flex Admin (also known as part time registrar) | Similar scope of access as Full Admin but lacking access to the System and Accounting menus, and the ability to edit published grades or bulk generate invoices. | | 10 | Accounting | An appropriate role for an accounts receivable role that is focused on maintaining financial records including invoices and payments within Paradigm. | | 11 | Marketing | This security group has a wide scope of access including student records, agents, invoices and payment related records. | | 12 | Full Admin | The standard security group given to power users with the ability to view, edit, and the one who has full control to almost everything within the system. | | 13 | HR Admin | | Note |
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BE ADVISED: Not normally used. |
Intended for institutions who want to record sensitive HR related information within Paradigm for the purposes of staff reporting. | | 14 | System Admin | | Note |
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BE ADVISED: Not normally used. |
Intended for institutions who require a higher form of Full Admin with full system permissions in order to limit the typical scope of Full Admin access. |
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Implications
| Note |
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BE ADVISED A user may only be assigned to a single (1) security group. |
| Warning |
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WARNING A user may only assign a security group that is equal to or less than the one they currently hold. This is to avoid the potential for privilege escalation in user account access. |
NOTE
Different security levels will be granted to a user – to have different levels of access to the system. A suitable level needs to be granted to a user to give sufficient access.
This may be
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read-only e.g. Student Level or
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Reception Level Access;
Editing rights e.g. Staff
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Level Access;
Administration level e.g. Flex Admin or Full Access e.g. Full Admin
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; and
Some access levels will restrict
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some sections of the system that can be viewed e.g. Accounting or Human
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Workflow
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| Create a User / Contact Login Credentials |
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How to a User or Contact Login Credentials
NOTE: If the contact record is already loaded, proceed to the instructions, else start with .
, Choose Contacts > Search menus on the side. Enter at least one of the following options |
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into the relevant search box: |
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, Status, Contact Role. Click the SEARCH CONTACT button. Image Added After clicking the SEARCH CONTACT button, it will return a list of contacts that meet your searched criteria. To filter the list of contacts, in the |
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🔍Filter box above the list of contacts, start typing the |
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contact’s First or Given name. |
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 Image Added When you see the record |
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of the contact that you are looking for, click |
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, highlighted in blue in the left column |
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under the Role Id heading. This will load the contact’s edit details page.  Image Added Create a User or Contact’s Login Credentials
, With the contact’s record loaded in the system, go to Contacts > Login menus on the side. With the contact’s record loaded in the system, go to Contacts > Login menus on the side. This will load the login page, go to the CREATE NEW USER LOGIN Form section. The new contacts user name will be automatically generated in the User Login Id field based on the details added to the contact record. 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
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Click the SAVE USER LOGIN button.  Image Added Add or Assign a Security Group to the Contact’s Record and Enable the Contact’s Login
Refer to the instructions on this link: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#3.2-Add-or-Assign-a-Security-Group-to-the-Contact-Record. back to top |
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| title | 2. How to Update a User / Contact Password |
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How to a User or Contact Password
NOTE: If the contact record is already loaded, proceed to the instructions, else start with .
, Choose Contacts > Search menus on the side. Enter at least one of the following options |
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into the relevant search box: |
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, Status, Contact Role. Click the SEARCH CONTACT button.Image Added After clicking the SEARCH CONTACT button, it will return a list of contacts that meet |
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. To filter the list of contacts, in the |
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🔍Filter box above the list of contacts, start typing the |
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contact’s First or Given name. Image Added When you see the record |
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of the contact that you are looking for, click |
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, highlighted in blue in the left column |
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- A minimum of 8 Characters
- A combination of upper and lowercase letters
- At least 1 number
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How to edit the reset user login password email template
| Info |
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| title | Background information: |
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The under the Role Id heading. This will load the contact’s edit details page. Image Added Update the Contact’s Password
Follow steps - of the instructions of this link: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#04.-How-to-add-or-reset-a-User-Password.back to top |
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| title | 3. How to Edit the Reset User Login Password Email Template |
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| language | xml |
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| theme | Confluence |
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title | How to the Reset User Login Password Email Template
The password reset template is largely composed of two label text fields: reset_user_login_password_emailHtmlHeader reset_user_login_password_emailHtmlFooter
Here is the direct links for your information: | | Code Block |
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| Code Block |
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https://{host}.edu.net.au/label_edit.php?labelId=reset_user_login_password_emailHtmlHeader
https://{host}.edu.net.au/label_edit.php?labelId=reset_user_login_password_emailHtmlFooter |
For users who can read HTML, the email template code looks like the following: |
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<html><body>Dear {student_firstName}{contact_firstName},<br><br>{label:get_tpl_label_text_long reset_user_login_password_emailHtmlHeader} <b>Username:</b>{optional:show_form_field reset_user_login_password_email_userLoginId} {user_login_userLoginId} <b>or:</b> {/optional} {user_login_email} <br> <b>Password:</b> {user_login_newPassword}<br>{label:get_tpl_label_text_long reset_user_login_password_emailHtmlFooter}</body></html> |
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| title | 4. How to Disable a User Contact Login and User Record |
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| How to a User Contact Login and User Record |
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NOTE: If the contact record is already loaded, proceed to the instructions, else start with .
, Choose Contacts > Search menus on the side. Enter at least one of the following options |
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into the relevant search box: |
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, Status, Contact Role. Click the SEARCH CONTACT button.Image Added After clicking the SEARCH CONTACT button, it will return a list of contacts that meet |
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. To filter the list of contacts, in the |
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🔍Filter box above the list of contacts, start typing the |
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contact’s First or Given name. Image Added When you see the record |
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of the contact that you are looking for, click |
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, highlighted in blue in the left column |
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under the Role Id heading. This will load the contact’s edit details page. Image Added Disable the Contact’s Login
Follow the instructions on this link:https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#3.4-Disable-a-User-Login. Remove the Contact’s Security Group
Follow the instructions on this link: https://silverband.atlassian.net/wiki/spaces/PKB/pages/985085/Contacts+-+Search+Add+and+Edit#3.3-Remove-or-Delete-a-Security-Group-or-Access-Level-to-the-Contact-Record. Change the Contact’s Record Status to Archived or Inactive
, Choose Contacts > Edit Details menus on the side. Go to the OTHER DETAILS Form section, look for the Status field. In the Status field, select either Archived or Inactive. Click the SAVE CONTACT button. Image Addedback to top |
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Overview | Assumptions | Key Terms and Concepts | Implications | Workflow | Video | Related Pages | Further Reading
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