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.
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)
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)
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)
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)
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)
When you approve or reject the request, a confirmation messsage will display. (Figure 7)
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)
Then follow the steps outline in figure 3-5 above.
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