This area of the system contains three important pieces of functionality relevant to adding users:
- Manage add user screen
- Manage Organisation validation
- Manage bulk upload spreadsheet
Access the manage add user screen through Setup then Manage add user screen.
Manage add user screen
This area enables the master administrator to determine which fields are active on the Add user and Self-registration screens and also to edit the help text displayed against the fields.
The table columns display the field title, the terminology used which will be seen by users on the add user and self-registration screens, whether the field is to be shown on each screen, whether the field is mandatory and the help text.
Some field terms (user name, password, title, first name, last name, email) cannot be edited as they request essential basic information required to create a user account. These fields are visible on both screens and all are mandatory aside from title. It is possible to edit the help text for all fields.
For any fields which are edited, it is important to make the equivalent changes in the Bulk upload spreadsheet otherwise conflicting field names will be created.
The Registration key field will appear on the the self-registration screen if activated. This is managed through System settings.
From this screen it is not possible to edit terms which have an impact upon other areas of the system such as 'Sector', 'Service', 'Group' and 'Location. If required, these can be edited centrally through Manage terminology.
The Payroll number field is unique as it has validation rules. This can be done by clicking the blue arrow within the Mandatory column or by accessing the Manage organisation validation tab (please see below).
When the required fields have been selected, click the Update button at the bottom of the screen to apply the changed made.
Manage organisation validation
This section concerns the Payroll number field. This is the default name for the field, it can be changed if required to suit the intended purpose.
Access the Manage organisation validation tab to activate payroll ID / organisation validation.
When activated, the name can be changed. Specific sectors and services can also be selected, learner accounts created within these will need to enter a payroll ID or organisation validation.
Selecting Yes to Payroll validation will display the Payroll validation details. From here the validation rules can be set.
Manage bulk upload spreadsheet
The bulk upload spreadsheet is used to add large numbers of learner accounts to the system at once. In order for the bulk upload function to work correctly, information entered must be correct. Any conflicts will cause the upload to fail.
Through this tab, terminology used within the bulk upload spreadsheet can be amended. This will only be necessary if the terminology has been amended elsewhere within the system.
