How to Create Core+ User Accounts
Users who log in to Core+ will require individual user accounts. Each user account must be linked to an existing Person record in Core+.
From the Administration menu select Users.
The User Accounts page will be displayed showing all accounts within a grid. User accounts currently logged in will be highlighted in green and disabled accounts will be highlighted in red.
The radio buttons above the User Accounts grid enable you to display users by:
All user accounts. This radio button will display all user accounts regardless of their status.
Active user accounts. This radio button will display only active user accounts.
Logged on users. This radio button will display only those users currently logged in to Core+.
Further filtering can be applied by selecting from the Filter Status drop-down list located above the User Accounts grid. Select from the following options:
User Account is Inactive will return results where the user's status is anything except Active and the user name is tilded.
User Account is Suspended will return results where the user's status is Suspended and the user name is not tilded.
User Account is Disabled will return results where the user's status is disabled and the user name is not tilded.
User Account is locked will return results where the user's Tries Left to log in setting is either null, zero or negative.
User not assigned to role will return results where the user has not been assigned to a Role.
No user access information will return results where the user has no user_access_ref.
Login not permitted before set date will return results where there is a set date that controls user access and it falls after today's date.
Login not permitted after set date will return results where there is a set date that controls user access and it falls before today's date.
Login not permitted before set time will return results where there is a time which controls user access and it falls after the current time.
Login not permitted after set time will return results where there is a time which controls user access and it falls before the current time.
Uses active directory authentication will return results where the user's Authentication Mode on the User Account, Authentication tab is set to Active Directory.
Columns can be sorted by clicking on a column header, or additional filters can be applied by entering your search term into the search fields below the column headers.
📌Note: Before adding a new user account, check that an existing person record exists in Core+, if a person record does not exist, it is advised that one is created before adding a new user account.
Adding a new User Account
To add a new user click the New User Account button on the page footer.
The New User Account page will be displayed with the Basic Details tab in focus. All fields marked with a red asterisk are required fields and must be populated.
Enter the Login Name for the User Account. This is the name with which the user will log in.
The Process Leaver button enables you to disable a user account, clicking this button will place a tilde in front of the user's Login Name, set their User Status to inactive and remove the Roles assigned to the user. The account can be reactivated by removing the tilde and setting the User Status to Active.
Enter the Display Name for the User Account, this is the name that will be displayed within Core+, for example, in the Audit History pages.
Using the Lookup selection select the Person to which this user Account is linked. This will open the Select Person dialog.
If a new person needs to be created, it is not recommended that a New Person is added via the New Person button as this action will navigate you away from the New User Account page to the New Person Page
Using the Lookup selection select the Primary Entity to which this User Account is associated. This will link the user to the selected entity. If an Object in a Screen Design setting has a Default Value setting of ‘Login Ref’ the relevant field will populate with the user’s Primary Entity.
Select the Create/Modify Messages permission from the drop-down list for use with the Messaging module.
Select the User Status from the Lookup selection. Select from the following options:
Active denotes the user can log in to Core+.
Disabled denotes the user no longer requires access to Core+.
Suspended denotes the user account has expired due to inactivity or too many incorrect password attempts.
Select the Access Start Date. This denotes from which date the user in context can log in to Core+.
Select the Access End Date. This denotes the date from which the user in context can no longer log in to Core+. This can be used, for example, if a user only requires temporary access.
Select the user's Access Times. Access times can be used, for example, to allow schools to log in to Core+ on a specific day between the hours stipulated.
Using the check boxes, select the access days.
Using the time picker, select the times between which access is allowed.
Select the required Messaging Accounts using the check boxes to enable or disable the account for the user. All options are selected by default. Note that the user must be assigned to a role that allows messages to be created or modified.
Select the MI Administration check box if this user is to be granted MI Administrator access.
Using the check boxes, select the MI Admin tool tabs to be made available to the user. The NCCIS, Activity Survey and Tracker Admin options will only be available if the CCIS module is active and the YJMIS option is only available if the YOT module is active.
📌Note: Additional controls can be added or existing controls, which are not mandatory, removed via Screen Designer. For example, MI Administrator permissions and access to the available options within the MI Admin Tool.
Authentication tab
The Authentication tab contains information relating to an existing user's password and memorable word. such as when a user's password or memorable word was last changed, when a user's password or memorable word is set to expire and options to force a user to change their password or memorable word on next logon.
The Authentication mode that will apply to the user can be selected from the drop-down list.
System Default - This option will use the default setting specified in the Authentication Mode setting in Configuration, System tab.
Authentication - This option forces Core+ to accept the Core+ user login details.
Active Directory - This option forces Core+ to accept the user's active directory login details.
Roles tab
The Roles tab enables you to assign users to roles. At least one role is required for a user to log in to Core+.
Select the Roles tab.
Select the role you wish to assign to the user from the Available Roles column.
If you wish to select multiple roles, first select one, hold down the Ctrl key and select additional Roles.
Click the single arrow icon to move the roles to the Selected Roles column or click the double arrow icon to move all roles to the Selected Roles column.
To unassign roles from users, select the role you wish to unassign from the Selected Roles column and click the single arrow icon to move to the Available Roles column or click the double arrow icon to move all roles to the Available Roles column.
Widget tab
Widgets are typically assigned to users via Roles, the widgets tab enables you to assign individual widgets directly to a specific user.
Select the Widgets tab.
Using the check boxes, select the required widgets.
If the widget is mandatory, select the relevant Mandatory check box. This will prevent the user from removing the widget from their homepage.
Identities tab
The Identities tab enables you to link multiple person records to the user's account, this can be helpful where a user has different roles and responsibilities. When a user has been linked to multiple person records, they will be prompted on login to select an identity.
Select the Identities tab.
Click the Add Identity button.
The Select Person dialog will be displayed enabling you to search for and select the required person.
To remove an identity, select the corresponding check box and click Remove Selected.
Session History tab
The Session History tab displays a read-only view of the login history for the user in context.
📌Note: The Core+ Support team cannot assist you with setting up new users directly - this needs to be completed by an administrator for your system.