Administrators should be checking for new user registration each morning. Once a user has self registered within the tool, the system administrator must then confirm their login before they are able to access records that belong to their organisation. (*Note - this includes records that they have created, assigned to their organisation. Because the user has not yet been assigned an organisation, they will not be able to see any records. An un-confirmed user will appear in the administration interface as shown below:)
To access the registration of an unconfirmed user, follow the steps below:
Accessing User Administration
Process Step | Screen | |
|---|---|---|
1 | Click on the “cog” to navigate to the administration screen |  |
2 | Select Users from the left hand menu and check to see if there are any users only listed in brackets, with no prefix (as shown) |  |
3 | Select the user from the central list to display the users profile, including requested custodian organisation. *The requested custodian organisation the user has asked to act on behalf of. Custodianship provides editing access to records belonging to that organisation. | |
4 | Follow the steps in the workflow below to confirm the user in the system. |
| Include Page | ||||
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