📔Create a New Registrant
This document provides instructions to create a new registrant and grand portal access to the registrant 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
Procedure
Create a new service provider
Use the link socialregistry.<projectspecific>.openg2p.org/web/login to access Social Registry.
Login screen is displayed.
Enter the valid Email ID or Username.
Enter the valid Password.
Click the Reset Password to reset the password.
Click the Login button.
Social Registry screen is displayed.
Registrant screen is displayed.
Click the New button.
Registrant New screen is displayed.
Enter the Registrant name.
Enter the Address details.
Enter the Phone number.
Enter the Mobile number.
Enter the Email ID.
Enter the Website link.
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Select the appropriate value. The available values are:
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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 registrant
Click the registrant that requires a grand portal access
For example, here, the Registrant User1 is selected.
Registrant User1 screen is displayed.
Click the Action button and select Grand Portal Access.
Portal Access Management screen is displayed.
Click the Grant Access button.
The user is enabled to access the registrant portal.
Click the Close button to exit from the screen.
Delete a registrant user
Settings screen is displayed.
In the menu bar, Click the User & Companies ant select Users.
Users screen is displayed.
Click the user that has to be removed.
For example, here, the user User1 is selected.
User1 screen is displayed.
Click the Action icon and select Delete.
Click the Delete button in the Bye-bye, record! dialogue box screen to delete the user
Click the No, keep it button to retain the user
The user is removed from the registrant user list.
Delete a Registrant
Registrant screen is displayed.
Click the registrant that has to removed
For example, here, the registrant User1 is selected.
Registrant User1 screen is displayed.
Click the Action button and select Delete.
Click the Delete button in the Bye-bye, record! dialogue box screen to delete the registrant.
Click the No, keep it button to retain the registrant.
The registrant is removed from the registrant screen.
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