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

• 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

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.

Key terms and concepts

Implications

Different Security levels will granted the user different levels of access to the system. A suitable level needs to be granted to a user to give sufficient access. This may be view only e.g. Student Level or reception level access, some editing rights e.g. Staff level access, Administration level e.g.Flex Admin or Full Access e.g. Full Admin. 

Some access levels will restrict that sections of the system can be viewed e.g. Accounting or Human Resources 

Workflow

How to create a User / Contact Login Credentials

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. To reduce the returned options start typing the name of the unit into this box  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. Click on the Login option in the side menu.
10. The new contacts user name will be automatically generated in the User Login Id field based on the details added to the contact record.
11. 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
12. Click the Save User Login Button
13. From the Assigned Security for user Login section select the requires access level for the new user
14. Click the Assign Security Button
15. Click the Enable User Login Button

How to update a User / Contact Password

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. This will return a list of contacts that meet the searched criteria
6. To filter the list of contacts, in the search box  above the list of contacts, start typing the contacts's first or given name. 
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. Click on the Login option in the side menu.
9. Scroll down to the Change Password Section
10. 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
11. Click the Save User Login Button

How to edit the reset user login password email template

Here is the direct links for your information:

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: 

<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>

How to disable a User Contact Login and User 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 Contact button
5. This will return a list of contacts that meet the searched criteria
6. To filter the list of contacts, in the search box  above the list of contacts, start typing the contacts's first or given name. 
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. Click on the Login option in the side menu
9. Click the Disable User Login button. Check the Enabled option is set to No 
10. Click the Remove Security button
11. Click the Contacts tab in the side menu
12. Click the Edit Details option in the side menu
13. Scroll down to the Other details section
14. Click on the Status drop box and set the status to Archived or inactive
15. Click the Save Contact button.