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New User Registration - Internal Administration

New User Registration - Internal Administration

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. )

To access the registration of an unconfirmed user, follow the steps below:

Accessing User Administration

 

Process Step

Screen

 

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.

 

 

 

 

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