iLab Help > Core Admin > Getting Started
 

how do i give users access to the core?

Turn on Core Access

From the Administration tab, click Other Settings, then Access requests.  Define the field Require access requests? as Yes. (Figure 1) 

NOTE: As soon as you turn on access request customers will no longer be able to access your core’s page until you give them access described in the steps below.

Figure 1: Turn on core access.

Add a person or a group to the core via Administration tab

To add a person or a group to have access to the core’s page, click the +access to a new customer button. (Figure 2) 

Figure 2: Add a person or group.

Core administration can manage users’ access by providing access to individuals, labs, departments, centers, organizations or entire institutions.  Search for the person or group you want to give access in the search field.  The top fifteen results will display and update as you type.  (Figure 3) 

Figure 3: Search for person or group.

If a group is selected, all users within the group will be given access to the core.  If an individual has access through their group membership, you can not remove their access unless you remove the group’s access.  (Figure 4)

Figure 4: Giving access to groups.

The individuals or groups selected can be updated to be given access to specific the scheduling or services tab or both.  Or access can be rejected. (Figure 5)

Figure 5: Approving/Updating/Rejecting access

Add a user via access request

When a customer land's on a core's homepage for which they do not have access, the customer can submit an access request that can then be reviewed and accepted by core administration via the Access requests tab in Administration.

To view pending requests, go to Administration > Access requests. Any new requests that have been initiated will display here for you to review and approve/reject. (Figure 6) 

Figure 6: Approve or reject access requests.

When you approve or reject the request, a confirmation messsage will display. (Figure 7)

Figure 7: Confirmation message.

Add a user via the People tab

You may also add a new user via the People tab. To do so, click on the + access to a new user button. (Figure 8)

Figure 8Peaple > + access to a new user

Then follow the steps outline in figure 3-5 above.


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