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GITBOOK-1092: Registration Portal
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4 changes: 2 additions & 2 deletions SUMMARY.md
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* [📔 User Guides](social-registry/features/registration-portal/user-guides/README.md)
* [📔 Create a New Household](social-registry/features/registration-portal/user-guides/create-a-new-household.md)
* [📔 Create a New Individual in Registration Portal](social-registry/features/registration-portal/user-guides/create-a-new-individual-in-registration-portal.md)
* [📔 Create a New Registrant](social-registry/features/registration-portal/user-guides/create-a-new-registrant.md)
* [📔 Configure Registration Portal User to Limit Accessing Location](social-registry/features/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md)
* [📔 Create a New Portal User](social-registry/features/registration-portal/user-guides/create-a-new-portal-user.md)
* [📔 Configure Portal User to Limit Accessing Location](social-registry/features/registration-portal/user-guides/configure-portal-user-to-limit-accessing-location.md)
* [Notifications](social-registry/features/notifications.md)
* [Administration / User Management](social-registry/features/administration/README.md)
* [User Roles](social-registry/features/administration/user-roles.md)
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---

# 📔 Configure Registration Portal User to Limit Accessing Location
# 📔 Configure Portal User to Limit Accessing Location

This document contains step-by-step instructions to configure registration portal user to access only the limited locations in the registration portal where they have recorded the details from the individual/group registrants. 
This document contains step-by-step instructions to configure portal user to access only the limited locations in the registration portal where they have recorded the details from the individual/group registrants. 

## Prerequisites

Expand All @@ -31,13 +31,13 @@ _**Social Registry**_ screen is displayed.

<figure><img src="../../../../.gitbook/assets/social-registry-screen.png" alt=""><figcaption></figcaption></figure>

3. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Registrant.
3. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select portal user.

_**Registrant**_ screen is displayed.
Portal user screen is displayed.

<figure><img src="../../../../.gitbook/assets/service-provider.png" alt=""><figcaption></figcaption></figure>

4. Click the _**Registrant**_ user to provide permission to access only the limited location in the Registration Portal.
4. Click the portal user to provide permission to access only the limited location in the Registration Portal.

For example, the user Sample Registrant is selected.

Expand All @@ -61,7 +61,7 @@ For example, the woreda Zana is selected.
<figure><img src="../../../../.gitbook/assets/sp-permission.png" alt=""><figcaption></figcaption></figure>

9. Click the icon<img src="../../../../.gitbook/assets/Actions.png" alt="" data-size="original">, and select the _**Grant portal access**_.
10. Check the grant portal access status of the Registrant user.
10. Check the grant portal access status of the portal user.

For example, the user Sample Registrant has grant portal access.

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---

# 📔 Create a New Registrant
# 📔 Create a New Portal User

This document provides instructions to create a new registrant and grand portal access to the registrant in the Social Registry module.
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 Social Registry module
* The user must have access to SR module
* The user must have Registrar and Administrator role.

## Table of Contents

[Create a new registrant](create-a-new-registrant.md#create-a-new-service-provider)
[Create a new portal user](create-a-new-portal-user.md#create-a-new-service-provider)

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

[Delete a registrant user](create-a-new-registrant.md#delete-a-service-provider-user)
[Delete a user](create-a-new-portal-user.md#delete-a-service-provider-user)

[Delete a service provider](create-a-new-registrant.md#delete-a-service-provider)
[Delete a portal user](create-a-new-portal-user.md#delete-a-service-provider)

## Procedure

### Create a new service provider
### Create a new portal user

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

_**Login**_ screen is displayed.

Expand All @@ -50,19 +50,19 @@ _**Social Registry**_ screen is displayed.

<figure><img src="../../../../.gitbook/assets/social-registry-screen.png" alt=""><figcaption></figcaption></figure>

6. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Registrant.
6. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select _**Portal User**_.

_**Registrant**_ screen is displayed.
_**Portal User**_ screen is displayed.

<figure><img src="../../../../.gitbook/assets/service-provider-screen.png" alt=""><figcaption></figcaption></figure>

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

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

<figure><img src="../../../../.gitbook/assets/service-provider-new.png" alt=""><figcaption></figcaption></figure>

8. Enter the _**Registrant**_ name.
8. Enter the _**Portal User**_ name.
9. Enter the _**Address**_ details.
10. Enter the _**Phone**_ number.
11. Enter the _**Mobile**_ number.
Expand All @@ -81,13 +81,13 @@ You can find the newly created registrant in the registrant dashboard.

<figure><img src="../../../../.gitbook/assets/service-provider-list.png" alt=""><figcaption></figcaption></figure>

### Grant portal access to a registrant
### Grant portal access to a new portal user

14. Click the registrant that requires a grand portal access
14. Click the portal user that requires a grand portal access

For example, here, the Registrant User1 is selected.
For example, here, the portal user _User1_ is selected.

_**Registrant User1**_ screen is displayed.
_**Portal User** User1_ screen is displayed.

<figure><img src="../../../../.gitbook/assets/service-provider-new-user.png" alt=""><figcaption></figcaption></figure>

Expand All @@ -101,13 +101,13 @@ _**Portal Access Management**_ screen is displayed.

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

The user is enabled to access the registrant portal.
The user is enabled to access the registration portal.

<figure><img src="../../../../.gitbook/assets/grand-access-enabled.png" alt=""><figcaption></figcaption></figure>

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

### Delete a registrant user
### Delete a user

18. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select _**Settings**_.

Expand Down Expand Up @@ -136,33 +136,33 @@ User1 screen is displayed.

<figure><img src="../../../../.gitbook/assets/confirm-delete-sp.png" alt=""><figcaption></figcaption></figure>

The user is removed from the registrant user list.
The portal user is removed from the user list.

### Delete a Registrant
### Delete a portal user

22. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Registrant.
22. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select portal user.

Registrant screen is displayed.
Portal User screen is displayed.

23. Click the registrant that has to removed&#x20;
23. Click the portal user that has to be removed.&#x20;

<figure><img src="../../../../.gitbook/assets/service-provider-list.png" alt=""><figcaption></figcaption></figure>

For example, here, the registrant User1 is selected.
For example, here, the User1 is selected.

_**Registrant User1**_ screen is displayed.
_**User1**_ screen is displayed.

<figure><img src="../../../../.gitbook/assets/service-provider-new-user.png" alt=""><figcaption></figcaption></figure>

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

<figure><img src="../../../../.gitbook/assets/delete-service-provider.png" alt=""><figcaption></figcaption></figure>

20. &#x20;Click the _**Delete**_ button in the _**Bye-bye, record!**_ dialogue box screen to delete the registrant.
21. Click the _**No, keep it**_ button to retain the registrant.
20. &#x20;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="../../../../.gitbook/assets/confirm-delete-sp.png" alt=""><figcaption></figcaption></figure>

The registrant is removed from the registrant screen.
The portal user is removed from the portal user screen.

<figure><img src="../../../../.gitbook/assets/service-provider-screen.png" alt=""><figcaption></figcaption></figure>

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