Edit Referrer page

Details

Any additional tenant settings required to view this functionality: none

Product area: Users [Referrer-logins]

Overview

This article describes this page as visible to a standard administrator. For more information, see: Standard administrator - detailed description.

A Standard administrator can edit Referrer-login details, including Aptem Groups and Referrer Organisation allocation, username.

To navigate to “Edit referrer” page, the Standard administrator should click on the “edit” link (pencil icon) from the “Users” grid.

The following fields are available to a Standard administrator:

• Username (mandatory; free text input) Referrer’s Aptem account Username which they are using for logging into the system. Defaulted to Referrer’s “Email” until/unless replaced with some other value. Can be amended by a Standard administrator.
• User type (read-only label) Always set to “Referrer”.
• First name (mandatory; free text input) Referrer first name. Max allowed text length is 50 characters.
• Surname (mandatory; free text input) Referrer last name. Max allowed text length is 50 characters.
• Gender (optional; radiobuttons) Referrer gender, two options available: “Male” and “Female”.
• Email (mandatory; free text input) Referrer email which is used for registering Aptem account and receiving notification emails from Aptem application. If updated, new Email is validated for uniqueness across whole tenant. If identified as non-unique, “The email address '<newEmail>' is already registered to another account and cannot be used with this account. Please check that you have typed the address correctly.” validation message will appear below the input on-the-go.
  
• Mobile (optional; only ‘+’, spaces and digits are allowed) Referrer mobile phone number.
• Group (mandatory; selectable tree view) A Standard administrator can re-assign Referrer to any Aptem groups which are they have access to. GroupId is displayed in round brackets for each group in tree view. Example: “Southview College (38)”, where 38 is GroupId. Referrer can be assigned to any number of groups within the same root hierarchy, and can be assigned to multiple root hierarchies at the same time.
  
  If Referrer is additionally linked to a hierarchy that the Standard administrator has only partial access to, the Standard administrator will see the full hierarchy, but will be unable to select/deselect inaccessible groups.
  

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• In a complex situation, when Referrer is already linked to several hierarchies, and the Standard administrator does not have access to one of those hierarchies, the administrator can only move the Referrer within accessible hierarchies – while the groups linkages of groups that the administrator does not have access to will remain as they were, even after the administrator saves their changes.
  Example
  Referrer is linked to the following groups:
  
  Here, the Standard administrator doesn’t have access to “Southview Apprentice” hierarchy, and views the following tree when navigated to Edit Referrer page:
  
  The Standard administrator can re-assign Referrer within visible groups (to “Southview College”, for instance) – and once changes are saved, Referrer will be linked to newly assigned group plus still to “Southview Apprentice”.
  
  WARNING: in this case, the Standard administrator is allowed to unselect all groups they have access to and submit changes – which will lead to: - Referrer will be linked to “Southview Apprentice” group only, which is valid - but the Standard administrator will lose access to the Referrer, since Referrer no longer belongs to a hierarchy that the Standard administrator has access to.
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  To select all accessible groups in bulk, use “Select all” option. To deselect all previously selected, use “Select none” one. Root hierarchies are collapsed by default, and a Standard administrator can use “Expand all” option to expand all visible hierarchies. To collapse all hierarchies back, please use “Collapse all” option.
  
  If no group is selected, a “Please specify the user group.” validation message will be displayed below Group tree view once the Standard administrator clicks on the “Update” button.
  

• Postcode (optional; free text input with lookup option) Only visible if enabled for tenant.
  
  Once Postcode is entered, you can use “Lookup” option  which will respectively populate other Address-related fields automatically, or “Select location” dropdown will be shown to the right of “Lookup” button if multiple matchings found. Selecting an option from “Select location” will also automatically populate the rest Address-related fields (overwriting any previously entered values). Address “Lookup” option is only available in case “Country” = “United Kingdom”. Same condition applies to Postcode value validation.
• Address 1 (optional; free text input) Only visible if enabled for tenant.
• Address 2 (optional; free text input) Only visible if enabled for tenant.
• Town/City (optional; free text input) Only visible if enabled for tenant.
• County (optional; free text input) Only visible if enabled for tenant.
• Country (optional; dropdown) Only visible if enabled for tenant.

Referrer
(mandatory; searchable dropdown)
Allows to assign/re-assign Referrer to Organisation of “Referrer” type – all Referrer Organisations are listed in the dropdown, including those linked to Aptem groups inaccessible for the logged-in Standard administrator or selected Referrer.