diff --git a/SUMMARY.md b/SUMMARY.md index 39f30f31..c3a705a1 100644 --- a/SUMMARY.md +++ b/SUMMARY.md @@ -234,8 +234,8 @@ * [📔 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) diff --git a/social-registry/features/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md b/social-registry/features/registration-portal/user-guides/configure-portal-user-to-limit-accessing-location.md similarity index 88% rename from social-registry/features/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md rename to social-registry/features/registration-portal/user-guides/configure-portal-user-to-limit-accessing-location.md index 9c69a54a..17888e66 100644 --- a/social-registry/features/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md +++ b/social-registry/features/registration-portal/user-guides/configure-portal-user-to-limit-accessing-location.md @@ -12,9 +12,9 @@ layout: visible: true --- -# 📔 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 @@ -31,13 +31,13 @@ _**Social Registry**_ screen is displayed.
-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.
-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. @@ -61,7 +61,7 @@ For example, the woreda Zana is selected.
9. Click the icon, 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. diff --git a/social-registry/features/registration-portal/user-guides/create-a-new-registrant.md b/social-registry/features/registration-portal/user-guides/create-a-new-portal-user.md similarity index 78% rename from social-registry/features/registration-portal/user-guides/create-a-new-registrant.md rename to social-registry/features/registration-portal/user-guides/create-a-new-portal-user.md index 85ef6ae7..7e689ed2 100644 --- a/social-registry/features/registration-portal/user-guides/create-a-new-registrant.md +++ b/social-registry/features/registration-portal/user-guides/create-a-new-portal-user.md @@ -12,30 +12,30 @@ layout: visible: true --- -# 📔 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.\.openg2p.org/web/login**_ to access Social Registry. +1. Use the link _**socialregistry.\.openg2p.org/web/login**_ to access SR. _**Login**_ screen is displayed. @@ -50,19 +50,19 @@ _**Social Registry**_ screen is displayed.
-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.
7. Click the _**New**_ button. -_**Registrant New**_ screen is displayed. +_**Portal User New**_ screen is displayed.
-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. @@ -81,13 +81,13 @@ You can find the newly created registrant in the registrant dashboard.
-### 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.
@@ -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.
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**_. @@ -136,21 +136,21 @@ User1 screen is displayed.
-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 +23. Click the portal user that has to be removed.
-For example, here, the registrant User1 is selected. +For example, here, the User1 is selected. -_**Registrant User1**_ screen is displayed. +_**User1**_ screen is displayed.
@@ -158,11 +158,11 @@ _**Registrant User1**_ screen is displayed.
-20. 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. 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.
-The registrant is removed from the registrant screen. +The portal user is removed from the portal user screen.