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📔 Create a New Portal User

This document provides instructions to create a new portal user and grand portal access to the new portal user in the Social Registry (SR) module.

Prerequisites

  • The user must have access to SR module
  • The user must have Registrar and Administrator role.

Table of Contents

Create a new portal user

Grand access to a new portal user

Delete a user

Delete a portal user

Procedure

Create a new portal user

  1. Use the link socialregistry.<projectspecific>.openg2p.org/web/login to access SR.

Login screen is displayed.

  1. Enter the valid Email ID or Username.
  2. Enter the valid Password.
  3. Click the Reset Password to reset the password.
  4. Click the Login button.

Social Registry screen is displayed.

  1. Click the main menu icon and select Portal User.

Portal User screen is displayed.

  1. Click the New button.

Portal User New screen is displayed.

  1. Enter the Portal User name.
  2. Enter the Address details.
  3. Enter the Phone number.
  4. Enter the Mobile number.
  5. Enter the Email ID.
  6. Enter the Website link.
Icon Click to

Select the appropriate value. The available values are:

  • Archive
  • Duplicate
  • Send SMS Text Message
  • Download (vCard)
  • Privacy Lookup
  • Grand portal access
Save manually the service provider data and exit from the screen
Discard changes and exit from the screen

You can find the newly created registrant in the registrant dashboard.

Grant portal access to a new portal user

  1. Click the portal user that requires a grand portal access

For example, here, the portal user User1 is selected.

Portal User User1 screen is displayed.

  1. Click the Action button and select Grand Portal Access.

Portal Access Management screen is displayed.

  1. Click the Grant Access button.

The user is enabled to access the registration portal.

  1. Click the Close button to exit from the screen.

Delete a user

  1. Click the main menu icon and select Settings.

Settings screen is displayed.

  1. In the menu bar, Click the User & Companies ant select Users.

Users screen is displayed.

  1. Click the user that has to be removed.

For example, here, the user User1 is selected.

User1 screen is displayed.

  1. Click the Action icon and select Delete.

  1. Click the Delete button in the Bye-bye, record! dialogue box screen to delete the user
  2. Click the No, keep it button to retain the user

The portal user is removed from the user list.

Delete a portal user

  1. Click the main menu icon and select portal user.

Portal User screen is displayed.

  1. Click the portal user that has to be removed.

For example, here, the User1 is selected.

User1 screen is displayed.

  1. Click the Action button and select Delete.

  1. Click the Delete button in the Bye-bye, record! dialogue box screen to delete the portal user.
  2. Click the No, keep it button to retain the portal user.

The portal user is removed from the portal user screen.