Overview
Objective
Upon completion of this KB the User will be able to search for Users / Contacts within Paradigm
Assumptions
- 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
Key terms and concepts
Field name | Brief Overview |
---|---|
Suburb | The Suburb listed in the address details for the Contact / User |
Postcode | The Postcode listed in the address details for the Contact / User |
Given Names | First / Given Name of the contact / User |
Family Name | Surname / Family name of the Contact / User |
Home Institution | To which institution does the user work for/ report to |
Status |
|
Order By |
|
Contact Role |
|
Implications
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
- Click on Contact tab in the side menu,
- Click on Search in the Side Menu
- Enter at least one of the following options in to the relevant search box:
- Given Name
- Surname
- Home Institution
- Status
- Contact Role
- Click on the Search Contact button
- This will return a list of contacts that meet the searched criteria
- To filter the list of contacts, in the search box above the list of contacts, start typing the contacts's first or given name.
- 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.
Further reading
How to Add / Create a Contact / User record
How to Edit a Contact / User Record