Overview
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Objective
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Assumptions
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Key terms and concepts
In this section, important key terms and concepts involved in the process of carrying out the tasks explained in this KB will be listed, and each of these concepts and terms will be explained.
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Implications
This section of the KB will explain what potential issues or problems users can come across and why they happen.
Workflow
- Click on the Tab option 'Contacts'. This will open the options within the contact section of the side menu.
Image Removed - To search for a Contact, click the side menu option labelled 'Search' you will now be presented with search option to locate the required contact.
Contacts can be search by Given Names or Surname/ Family Name. Any one or a combination of these will return results.
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3. In the edit box labelled Given Names enter the name provided by the contact and then press the 'Search Student' button. This will return you a list of contacts matching your search criteria.
4. Once you loaded a contact to disable their account select the side menu option 'Login'. You will now be presented with the section 'Activate User Login'
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5. Press the 'Disable User Login' button. Check the status bar at the top of the screen to ensure your changes have been successful.
Further reading
This section of the KB contains links to any further related information that would be helpful for the purpose understanding this topic.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.
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You have the minimum required level to access the Contacts menu; You have the permission / authority of the Institution to grant access to users / to use Paradigm; 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 read-only e.g. Student Level or Reception Level Access;
Editing rights e.g. Staff Level Access;
Administration level e.g. Flex Admin or Full Access e.g. Full Admin; and
Some access levels will restrict some sections of the system that can be viewed e.g. Accounting or Human Resources.
Workflow
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title | 1. How to 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 . Load the Contact’s Record , Choose Contacts > Search menus on the side. Enter at least one of the following options into the relevant search box: Given Name, Surname, Home Institution, 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 🔍Filter box above the list of contacts, start typing the contact’s First or Given name. Image Added When you see the record of the contact that you are looking for, click the contact’s role, highlighted in blue in the left column 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 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 . Load the Contact’s Record , Choose Contacts > Search menus on the side. Enter at least one of the following options into the relevant search box: Given Name, Surname, Home Institution, 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 🔍Filter box above the list of contacts, start typing the contact’s First or Given name. Image Added When you see the record of the contact that you are looking for, click the contact’s role, highlighted in blue in the left column 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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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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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: Code Block |
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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
NOTE: If the contact record is already loaded, proceed to the instructions, else start with . Load the Contact’s Record , Choose Contacts > Search menus on the side. Enter at least one of the following options into the relevant search box: Given Name, Surname, Home Institution, 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 🔍Filter box above the list of contacts, start typing the contact’s First or Given name. Image Added When you see the record of the contact that you are looking for, click the contact’s role, highlighted in blue in the left column 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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