Institution Admin users can create and manage regular users for their institution. 

The Institution admin users can view all users on the “Institution Users” page but cannot manage other admins.





The following details must be provided to create an institution user.


Field 

Description

User Role

Admin must select a user role from the available roles on the portal. The user roles determine the User’s access and privileges on the portal.

Branch

The Users branch must be selected from available branches for the Institution

First Name

The user’s First Name

Last Name

The user’s Last Name

Middle Name

The user’s Middle Name (optional)

Email Address

Email address for the user. This is also the username

Phone

Contact Phone number




The Institution Admin users should follow the steps below to create a user.




The table below describes the service roles available for the e-Reference service

Service Role

Description

Operator

Users with this role can carry out the following activities

  • Create Outgoing reference
  • Edit Outgoing reference where status is “New”
  • Cancel Outgoing reference where status is “New”
  • Accept Incoming reference
  • Reject Incoming reference where status is “Pending”
  • View reference reports
  • Reassign incoming reference where status is “Pending” and No branch is assigned.

Approver

Users with this role can carry out the following activities

  • Approve Outgoing reference where status is “New”
  • Reject Outgoing reference where status is “New”
  • Approve Incoming reference where status is “Accepted”
  • Reject Incoming Reference where status is “Accepted”
  • View reference reports


Step 1: Click on “Create Institution User” as shown below





Step 2: Fill the input box with the required information and click Create Institution User