Overview
Objective
Upon completion of this KB the User will be able to search for Users / Contacts within Paradigm
Assumptions
- he 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
- Conduct a search on the account to be created to ensure the account has not already been created.
- Click on Contact tab in the side menu,
- Click on Search in the Side Menu
- .Enter any combination of Given name, Surname, Home Institution, Status, Contact role (Paradigm requires at least one search criteria) If no record exists a new record can be created.
- This will return a list of contacts that meet the searched criteria
- To reduce the returned options start typing the name of the unit into this box The returned results will reduce to match the criteria.
- Click on the blue hyper link on the left side of the required record.
Further reading
How to Add / Create a Contact / User record
How to Edit a Contact / User Record
Security Levels