Getting Started

Creating an Account/Logging in

Accounts are created initially by the support team. Subsequently a client systems administrator is allocated the responsibility of creating additional users. Note: support will accept the initial user list as a CSV file.

The required data is:

• First Name
• Last Name
• Email
• User Portal: Y/N
• Manager Portal: Y/N
• User Level: 0-3 (0 means they cannot login, 1+ does and allows for greater levels of access)
• Site Name or ID / Or is the user given access to all sites

The user will be sent a notice that they can use their email to set/reset their password. Passwords are encrypted and InTech has no knowledge of what they are. If a user needs to reset a forgotten password then they can use the link within the system. Industry standard password complexities are require which are indicated on the reset page.

Optional: Set up automatic registration

For some installations automatic registration can be enabled by support. This allows anyone with access to the register link to create an account and gain access to the user portal.

Note: "User Portal" is the external one with limited access to records. Manager users can allocate these records and provide access to features at a later date.

Example Use Case

• A member of the public accesses the page at your request to create a profile
• You locate their record and send them induction/training to complete
• They get a notification and complete the induction/training prior to entering the site

Important Note About Security

• InTech is responsible for setting up instances as per the client specifications. A serious part of this is granting access to users. When client requests are made by approved client systems administrators then they are entered into the system and the user access and permissions are entered verbatim as provided