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  • *** Always first check to see if the user already has an account (active/inactive) ***
  • Add the program representative.as a new active user with login access:
    • Enter the program representative's first and last names and Columbia email address.
    • Enter their title from the Columbia directory.
    • Enter their UNI in the User ID field.
    • Check "Enable account for access."
  • Do NOT add any roles or permissions.
  • Determine the population(s) to which the individual should have access. For a given population, add the following permissions:
    • Person Lookup
    • Person Update
    • Query - Person
  • Add the "Programs" realm.

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