<< Click to Display Table of Contents >> Navigation:  Administration > Xitracs Portal™ > Portal Users

The following applies only to those Xitracs systems where the Credentials module is not installed.

For Xitracs systems with the Credentials Module installed, portal users are added as faculty and staff members via the Credentials > Control Panel function.

 

Portal users must belong to a department. See Administration > System Configuration > Departments & Schools.

To Add a Portal User Manually

1.Click the Add link

2.Enter a Title (e.g. Professor, Doctor) - this field is optional

3.Enter a Last name and First name - these fields are required

4.Enter an Email address - this field is required

5.Enter and confirm a Password. See also Administration > Server Settings > Authentication/SSO if single sign-on is being used.

6.Select a Department

7.Enter a UserId and/or Network Name if used by your institutions - these fields are optional

Note: If no department is available in the drop-down, there are no departments in the system - see Manage Departments

To Add or Remove Portal Users by File Import

See the publication "Xitracs Data Import Guide" for details on file content.

1.Click the Import link

2.Browse for the relevant import file

3.Select the data Separator

4.Click Submit

To Edit a Portal User

1.Click the Find link

2.Search for a faculty member or click List all

3.Click the Edit link for the relevant portal user

4.Update the Fields as appropriate

5.Click Submit

To Change a Portal User Password

See also Administration > Server Settings > Authentication/SSO if single sign-on is being used.

1.Click the Find link

2.Search for a portal user or click List all

3.Click the Password link for the relevant portal user

4.Update the Password as appropriate

5.Click Submit