Eportfolio Mobile App Update - iOS

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Create an Account for Another User

Overview

Centre Managers and User Managers can create accounts for new users in the system. Once created, the user will receive an email to set up their password and access their account.

Who Can Use This Feature?

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager

Steps to Create an Account

  1. Navigate to Users

    • Click Users in the navigation menu.
  2. Select User Type

    • Click the tab for the type of user you want to create (e.g., Assessor, Learner, Employer).
  3. Create the User

    • Click Create [User Role Title].
    • Enter the user details:
      • First Name
      • Last Name
      • Email Address
  4. Save

    • Click Create.

What Happens Next?

  • The user will automatically receive an email:
    • If they are new, the email includes a link to create a password for their Keychain.
    • If they already have a Keychain, the email confirms the account has been linked.

Troubleshooting

IssueSolution
User did not receive emailCheck the email address entered and ask the user to check spam/junk folders.
Cannot create userConfirm you have the correct permissions (Centre Manager or User Manager).


Terminology

Please note that the terminology used in this article may be different depending on your Centre.

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.




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