Upload New User – Client Requests Guide Instructions

Nick Jones

Modified on: Wed, 7 Feb, 2024 at 11:06 AM

Clients regularly request ‘new staff members’ to be uploaded into CorteX.

This can be actioned by:

Client’s ‘organisation admin’ user level (who can follow the ‘Organisation Admin User Guide/Demos’ to apply this request internally)
or by our Freshdesk support officer (by following the below instructions)

STEP 1: Freshdesk/support@esherhouse.org client request received for ‘new staff access’.

STEP 2: Respond to Freshdesk ticket and close ticket once Step 3 is actioned.

STEP 3: Upload New User into CorteX:

Open your CorteX Platform at: https://esherhouse.jobready.io/jr
Go to Settings - Select ‘Organisation’ – Select ‘Add Filter’ button to search for the relevant ‘Organisation’ – Select ‘Apply’ to generate filter results
Select the ‘View’ option from the drop-down menu on the right-hand side of the organisation line.

INDIVIDUAL ‘new staff user’ uploads:

Step 1: Select the ‘New User’ button

Step 2: Enter the new staff member’s details into the New User form, based on the information provided in the client’s ‘new staff user request’.

Step 3: Click Save.

BULK ‘new staff user’ uploads:

Step 1: Select the ‘Users’ tab

Step 2: Select the ‘BULK CREATE USERS’ button

Step 3: Download the csv template

Step 4: Enter the ‘bulk’ new staff member’s details into the csv file and save on your desktop to upload in step 5

(note: you will need to know the correct ‘role, assessment type, site’ details relevant for that specific staff member - this will need to be provided by the client requester)

Step 5: Select the ‘Choose file’ button to upload the ‘saved’ csv file

IMPORTANT: Select the ‘Send welcome email?’ checkbox

(this will send a Welcome email with login instructions directly to the new staff member for access to their CorteX Platform)

Step 6: Select ‘Submit’ button

NOTE: There are 4 different ‘Roles’ which can be applied to ‘User Access Levels’, depending on the client requirements/request (if in doubt ask the client for clarification of the required ‘user level’).

ORGANISATION ADMIN:	View ALL organisation data records Run reports on ALL organisation data Delete survey records Add/edit/disable Staff users into CorteX Edit email templates View CorteX activity logs Configure IT system settings
ORGANISATION MANAGER:	View ALL organisation data records Run reports on ALL organisation data
ORGANISATION SITE MANAGER:	View only the associated organisation’s ‘sites’ data records that are allocated to the selected ‘sites’ in their CorteX user set up. Run reports on their allocated ‘sites’ organisation data
ORGANISATION USER:	View ONLY their own created data records Run report on ONLY their own data

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