How to Create and Manage Users

This guide demonstrates how to create and manage HEI users on OCIP. This includes creating and inviting new users as well as managing their basic user details, assigned user roles, and data visibility.

Ocip

HEI users must have the HEI Administrator role assigned to access the steps demonstrated in this guide. \ HEI Administrators are able to update, create and grant roles for users.

User Authorization and How to Manage Users

Click on "Account" and click "Manage Users."

Navigate to "Actions" column and click "Manage."

Click "Edit."

Provide all required (\*) details: contact details and preferences.

Click "Next."

Select applicable roles for user and select data visibility.

Click "Save."

How to Create a New Admin User

Tip! See below for an overview of all HEI roles and the corresponding functionalities.

Select applicable Faculty/Department and/or Department/Facility.

Click "Add Admin User."

Provide all the required (*) details: contact details and preferences.

Select applicable roles for user and select data visibility.

Click "Next."

You will see an email template that will be sent to the user to activate their account. Click "Create User."

How to Create a New Expert User

Select applicable Faculty/Department and/or Department/Facility.

Click "Add Expert User"

Provide all the required (*) details: contact details and preferences.

Select applicable roles for user and select data visibility.

Click "Next."

You will see an email template that will be sent to the user to activate their account. Click "Create User."

Permitted HEI Domains

How to Create and Manage Users

Ocip

HEI users must have the HEI Administrator role assigned to access the steps demonstrated in this guide. \ HEI Administrators are able to update, create and grant roles for users.

User Authorization and How to Manage Users

Click on "Account" and click "Manage Users."

Navigate to "Actions" column and click "Manage."

Click "Edit."

Provide all required (\*) details: contact details and preferences.

Click "Next."

Select applicable roles for user and select data visibility.

Click "Save."

How to Create a New Admin User

Tip! See below for an overview of all HEI roles and the corresponding functionalities.

Select applicable Faculty/Department and/or Department/Facility.

Click "Add Admin User."

Provide all the required (*) details: contact details and preferences.

Select applicable roles for user and select data visibility.

Click "Next."

You will see an email template that will be sent to the user to activate their account. Click "Create User."

How to Create a New Expert User

Select applicable Faculty/Department and/or Department/Facility.

Click "Add Expert User"

Provide all the required (*) details: contact details and preferences.

Select applicable roles for user and select data visibility.

Click "Next."

You will see an email template that will be sent to the user to activate their account. Click "Create User."

Permitted HEI Domains