Creating individual user accounts for each system user lets your members to interact with your MSL website, while also providing you with comprehensive insights into their engagement with your organisation. People can be registered in the system in several ways:
- Data File - Regularly import a data file containing members' information.
- SSO Login - Use a Single Sign-On (SSO) login, where attributes are released to provide necessary information for account creation.
- Registration Page - Allow users to independently create accounts through a registration page.
- Manual Creation - Super Admins can manually create accounts, typically for non-members like staff.
Accounts can be created using any combination of these methods. For instance, a blend of manual creation for staff accounts, a guest registration page for non-student accounts (e.g. ticket purchasing), account creation through SSO for new students not yet in the data file, and a regular data file upload for fully enrolled students.
Once users create an account, they can fully interact with your MSL website, and all their activities within the system are tied to their account. You can manage their account through the People window, where you can:
- Update account details
- Manage user memberships
- Review their university data
- Control their website login
- View their transaction history
- Manage their contact information and contact preferences per organisation
- Add internal notes
- Add or update properties associated with their profile
- Access their detailed profile
- Review their effective permissions linked to their account
In the People window, you can also merge duplicate accounts to consolidate all of a person's records into one account and identify potential duplicate accounts that can be merged together.