Here, a user can search for existing contacts (users). A user can be search by Given Name, Family Name, Suburb, Postcode, Home Institution, Status, and Contact Role. At least one of these is required to search for contacts, however, more search parameters will reduce the results produced when searching. The results can then be ordered by First Name, Last Name, Status Id, or Last Date modified.

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New Contact records are added to the system here. For a basic record, the minimum required fields are First Name, Last Name, Email Address, and Home Institution. From there, a role needs to be assigned for security access levels.

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From here, contact roles can be edited. All fields can be updated. However, if a name is updated – please ensure that the login name is also edited, or the previous username will still be active.

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The user's personal contact details can be added here. Multiple addresses can be stored within the system, including residential and postal addresses, emergency contact details, and if required, employer address.

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Once a contact record has been created, a username, password, and security group are then required. In this section, these are added and activated. Usernames are allocated by the system, based on the contact's First and Last Names. Passwords must meet the password policy to be activated. When allocating a security group, it is important to know what the new user’s role / position is within the institution – to ensure that the correct amount of access is granted to the new contact or user of the system.

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