Placeholder Accounts - Revision history

Philip Lacey at 15:29, 9 December 2014

2014-12-09T15:29:04Z

Philip Lacey at 19:41, 9 November 2014

2014-11-09T19:41:48Z

Philip Lacey at 19:20, 19 August 2014

2014-08-19T19:20:22Z

Philip Lacey at 11:07, 14 July 2014

2014-07-14T11:07:03Z

Philip Lacey: Created page with "A Placeholder Account is a special type of account in Business Express (BeX). The account allows for a user to be created on the system with view to that user becoming a ful..."

2014-07-14T11:05:34Z

Created page with "A Placeholder Account is a special type of account in Business Express (BeX). The account allows for a user to be created on the system with view to that user becoming a ful..."

New page

A Placeholder Account is a special type of account in bxp software (bxp).

The account allows for a user to be created on the system with view to that user becoming a full user in the coming future.

The primary overarching benefit of placeholder accounts is that they are not billed.

While an account is a placeholder it serves a number of purposes and has limited functionality available to it. A placeholder cannot access any module or use any module functionality. It does have access to common, non-module based functions. These include:

* The Latest News including the confirmed read ability
* Reminders - View
* Reminders - Add
* Publicly accessible forms (which only have one set outcome with no validation or functionality)
* Customised buttons on the Main Menu

Having a placeholder provides system administrators with a number of advantages:

* Quality Assessments can be performed and assigned against placeholders
* Placeholders can be built and easily turned into live users with a limited number of clicks, speeding up go live
* Instead of retiring accounts that are temporarily not in use, they can be converted to placeholders, with a view to going live soon again. This makes accounts easier to find to reactive
* Placeholders can fill out the gaps in Organogram Security Groups to give a fuller company picture of staff and team assignments
* Placeholders can prevent accidents with double entry of staff names and details

To set an account as a placeholder:
''Main Menu > System Access Management > user Administration > Edit User - Security Details > Search for the User > On the edit page "Status" should be changed to "Placeholder"

@@ Line 1: / Line 1: @@
-bxp software (bxp) provides a secure hosted environment with extensive functionality but there are occasions where large numbers of users require access to limited functionality and in these instances normal user accounts may not be appropriate.  Placeholders provide free, partial access to the system to bridge that gap
+= Overview =
@@ Line 6: / Line 9: @@
 The primary overarching benefit of placeholder accounts is that they are not billed.
@@ Line 25: / Line 32: @@
 NOTES: Placeholder forms do not support customised JavaScript or links to eCourse references.  For reporting purposes data logged in the form by a placeholder is available through Data Profiling but only as Data and Visualisation reports.  Statistics and Scoring apply to live user accounts only.  Custom forms and reports can be built as one-off, chargeable events.
@@ Line 35: / Line 46: @@
 * Placeholders can prevent accidents with double entry of staff names and details
 * Placeholders can be group texted and group emailed from the Communications Centre module
 To set an account as a placeholder:
 ''Main Menu > System Access Management > user Administration > Edit User - Security Details > Search for the User > On the edit page "Status" should be changed to "Placeholder"
 [[Category:Module Specific:System Access Management]]
 [[Category:Topic:Security]]

← Older revision		Revision as of 19:41, 9 November 2014
Line 39:		Line 39:
	To set an account as a placeholder:		To set an account as a placeholder:
	''Main Menu > System Access Management > user Administration > Edit User - Security Details > Search for the User > On the edit page "Status" should be changed to "Placeholder"		''Main Menu > System Access Management > user Administration > Edit User - Security Details > Search for the User > On the edit page "Status" should be changed to "Placeholder"
		+
		+
		+
		+	[[Category:Module Specific:System Access Management]]
		+	[[Category:Topic:Security]]

@@ Line 1: / Line 1: @@
-A Placeholder Account is a special type of account in bxp software (bxp).
+bxp software (bxp) provides a secure hosted environment with extensive functionality but there are occasions where large numbers of users require access to limited functionality and in these instances normal user accounts may not be appropriate.  Placeholders provide free, partial access to the system to bridge that gap
-The account allows for a user to be created on the system with view to that user becoming a full user in the coming future.
+A Placeholder Account is a special type of account in bxp software (bxp).
@@ Line 13: / Line 13: @@
 * Reminders - View
 * Reminders - Add
 * Publicly accessible forms (which only have one set outcome with no validation or functionality)
 * Customised buttons on the Main Menu