Contacts - Login

Owned by Dinara Kutti (Deactivated)
Last updated: Jul 27, 2021 by Diane Momongan (Unlicensed)
7 min read

Overview

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: Medium

Navigation

Workflow

Assumptions

  • 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.

Key Terms and Concepts

BE ADVISED: A user may only be assigned to a single (1) security group.

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.

Types of Access Levels or Security Groups in Paradigm

Security Level

Description

Security Level

Description

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

Intended for institutions who want to record sensitive HR related information within Paradigm for the purposes of staff reporting.

14

System Admin

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

Workflow

1. How to create a User or Contact Login Credentials

step 1 Load the Contact’s Record

1, 2 Choose Contacts > Search menus on the side.

3 Enter at least one of the following options into the relevant search box: Given Name, Surname, Home Institution, Status, Contact Role.

4 Click the SEARCH CONTACT button.

 

5 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. 

 

6 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.

 

step 2 Create a User or Contact’s Login Credentials

1, 2 With the contact’s record loaded in the system, go to Contacts > Login menus on the side.

3 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.

4 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.

  1. A minimum of 8 Characters

  2. A combination of upper and lowercase letters

  3. At least 1 number

5 Click the SAVE USER LOGIN button.

step 3 Add or Assign a Security Group to the Contact’s Record and Enable the Contact’s Login

Refer to the instructions on this link: .

 

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2. How to update a User or Contact Password

step 1 Load the Contact’s Record

1, 2 Choose Contacts > Search menus on the side.

3 Enter at least one of the following options into the relevant search box: Given Name, Surname, Home Institution, Status, Contact Role.

4 Click the SEARCH CONTACT button.

 

5 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. 

 

6 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.

 

step 2 Update the Contact’s Password

Follow steps 2-4 of the instructions of this link: .

 

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3. How to edit the Reset User Login Password Email Template

The password reset template is largely composed of two label text fields:

  1. reset_user_login_password_emailHtmlHeader

  2. reset_user_login_password_emailHtmlFooter

 

Here is the direct links for your information:

URL link
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>

 

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Related Pages

 

 

 

 

 

 

 

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