📔Create a New Service Provider

This document provides instructions to create a new service provider and grand portal access to the service provider in the Social Registry module.

Prerequisites

• The user must have access to Social Registry module

• The user must have Registrar and Administrator role.

Table of Contents

Create a new service provider

Grand access to a service provider

Delete a service provider user

Delete a service provider

Procedure

Create a new service provider

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

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 Service Provider.

Service Provider screen is displayed.

1. Click the New button.

Service Provider New screen is displayed.

1. Enter the Service Provider 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 service provider in the service provider dashboard.

Grant portal access to a service provider

1. Click the service provider that requires a grand portal access

For example, here, the service provider User1 is selected.

Service Provider 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 service provider portal.

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

Delete a service provider 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 user is removed from the service provider user list.

Delete a service provider

1. Click the main menu icon and select Service Provider.

Service Provider screen is displayed.

1. Click the service provider that has to removed

For example, here, the service provider User1 is selected.

Service Provider 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 service provider

2. Click the No, keep it button to retain the service provider.

The service provider is removed from the service provider screen.