# 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](#create-a-new-service-provider)

[Grand access to a new portal user](#grant-portal-access-to-a-service-provider)

[Delete a user](#delete-a-service-provider-user)

[Delete a portal user](#delete-a-service-provider)

## Procedure

### Create a new portal user

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

***Login*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-9a0d3d533ac6fe08e94be95367cad4dd976617e1%2Flogin-screen-sr.png?alt=media" alt=""><figcaption></figcaption></figure>

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

***Social Registry*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-8b0a093d3de632528d17b2f0a8259067007108db%2Fsocial-registry-screen.png?alt=media" alt=""><figcaption></figcaption></figure>

6. Click the main menu icon ![](https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-1b48611b7e3fc05b72b589735073c90404ac05ef%2Fmain-menu.png?alt=media) and select ***Portal User***.

***Portal User*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-1146549700f965fa8cf240966e35b8dc523456ce%2Fservice-provider-screen.png?alt=media" alt=""><figcaption></figcaption></figure>

7. Click the ***New*** button.

***Portal User New*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-df4aaa14da53f20575400e60d1deb249697b094a%2Fservice-provider-new.png?alt=media" alt=""><figcaption></figcaption></figure>

8. Enter the ***Portal User*** name.
9. Enter the ***Address*** details.
10. Enter the ***Phone*** number.
11. Enter the ***Mobile*** number.
12. Enter the ***Email*** ID.
13. Enter the ***Website*** link.

| Icon                                                                                                                                                                                                                                                   | Click to                                                                                                                                                                                                            |
| ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-b6f0b2a4064d79d04550e0b271d00575206f0b10%2FActions.png?alt=media" alt="" data-size="original">              | <p>Select the appropriate value. The available values are:</p><ul><li>Archive</li><li>Duplicate</li><li>Send SMS Text Message</li><li>Download (vCard)</li><li>Privacy Lookup</li><li>Grand portal access</li></ul> |
| <img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-843f8175332ed2465f83d2585eae57031142fb1f%2Ficon-save-manually.png?alt=media" alt="" data-size="original">   | Save manually the service provider data and exit from the screen                                                                                                                                                    |
| <img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-eaa9f395650b513ffba668e9638c701bce29630f%2Fdiscard-changes-icon.png?alt=media" alt="" data-size="original"> | Discard changes and exit from the screen                                                                                                                                                                            |

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-983c048a7edc2525b20d8ff57156c80b90101f1b%2Fservice-provider-data.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-c97057b0f142ca0fd3a0c60018db381af90d945e%2Fservice-provider-list.png?alt=media" alt=""><figcaption></figcaption></figure>

### Grant portal access to a new portal user

14. 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.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-4d0d103ae4f0fca0c5a183b75cb378100f744678%2Fservice-provider-new-user.png?alt=media" alt=""><figcaption></figcaption></figure>

15. Click the ***Action*** button and select ***Grand Portal Access***.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-4e542e23d69d8d85a2ffc6340edf3afb55203fdf%2Faction-grand-portal-access.png?alt=media" alt=""><figcaption></figcaption></figure>

***Portal Access Management*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-cda7d797cb638917f78b48a95c50c4c1b9a428d7%2Fportal-access-mngt-sr.png?alt=media" alt=""><figcaption></figcaption></figure>

15. Click the ***Grant Access*** button.

The user is enabled to access the registration portal.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-0cae8f11ebef171e0274a1aa71cd393c97f6fc0a%2Fgrand-access-enabled.png?alt=media" alt=""><figcaption></figcaption></figure>

17. Click the ***Close*** button to exit from the screen.

### Delete a user

18. Click the main menu icon ![](https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-1b48611b7e3fc05b72b589735073c90404ac05ef%2Fmain-menu.png?alt=media) and select ***Settings***.

***Settings*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-50c56a1c720bf059615e627a49f412756725e56e%2Fsettings-screen-sr.png?alt=media" alt=""><figcaption></figcaption></figure>

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

***Users*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-1418ffec6cf04c7b5c8a825e48d471a63a0a1bf9%2Fuser-screen-sr.png?alt=media" alt=""><figcaption></figcaption></figure>

19. Click the user that has to be removed.

For example, here, the user User1 is selected.

User1 screen is displayed.

20. Click the ***Action*** icon and select ***Delete***.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-ff414d9c5e09f5b0b5c4ce4c82b8588b319b2832%2Fsettings-actions-delete.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-db36e3550ebc47bc1a503d5b872d6b0c4e70ffe8%2Fconfirm-delete-sp.png?alt=media" alt=""><figcaption></figcaption></figure>

The portal user is removed from the user list.

### Delete a portal user

22. Click the main menu icon ![](https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-1b48611b7e3fc05b72b589735073c90404ac05ef%2Fmain-menu.png?alt=media) and select portal user.

Portal User screen is displayed.

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-c97057b0f142ca0fd3a0c60018db381af90d945e%2Fservice-provider-list.png?alt=media" alt=""><figcaption></figcaption></figure>

For example, here, the User1 is selected.

***User1*** screen is displayed.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-4d0d103ae4f0fca0c5a183b75cb378100f744678%2Fservice-provider-new-user.png?alt=media" alt=""><figcaption></figcaption></figure>

19. Click the ***Action*** button and select ***Delete***.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-da6c6b15b7f0ede1e7975020d91fad428137420b%2Fdelete-service-provider.png?alt=media" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-db36e3550ebc47bc1a503d5b872d6b0c4e70ffe8%2Fconfirm-delete-sp.png?alt=media" alt=""><figcaption></figcaption></figure>

The portal user is removed from the portal user screen.

<figure><img src="https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-1146549700f965fa8cf240966e35b8dc523456ce%2Fservice-provider-screen.png?alt=media" alt=""><figcaption></figcaption></figure>
