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. )
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. |
Outlined below are the steps to be taken to confirm that a user may be assigned to the requested custodian organisation. There are 3 checking mechanisms employed in this process:
Users registering where their registered email domain does not match the requested organisation
Contacting a known resource to confirm access
Contacting the user to request further information.
In the case of 2 and 3, template emails to contact the various parties are listed in this section. The template emails created to date are listed below:
