Before you create a new user it is always good practice to search for a user's account before creating a new one. Even though the user might not have a full account, they might have previously been set up with a delegate account for a training booking (a non-user). Please also see 'How to change a delegate account to a user account'. To set up a new user please:Click on 'Setup' on the blue menu bar (once logged in)Click on 'User Management'Click on 'Add new userThis takes you to a blank copy of the user profile page. All mandatory fields have a red asterisk next to the text box. General Data Choose Account Type: in most cases the account you are creating will be a default user account; however, you can choose to create a non-user account where the user will not be able to log inChoose Status: live or paused (a paused user will not be able to log into the system or receive email alerts from the system)Enter user’s Email: email address and confirm email address. Please make sure that you use lowercase for the email address. Login Details Create a password and confirm password (passwords must be between 6 and 20 characters and contains both letter and numbers. It may contain these special characters: !,.@#$%'^&*~Required password: when you create a new account, the system will default that the user will need to change the password the first time they log in. Personal Details Enter Name: title, name and surname (mandatory field)Enter Job Title: job title (mandatory field)Enter Company: school name or organisation (mandatory field)Enter Telephone: work or mobile number (mandatory field)Enter Address: (optional) Other DetailsThis additional information is optional. Please do not enter any personal data eg date of birth, ethnicity. Special requirements, if applicable, can be added. (optional) RolesSelect the relevant roles for the userAccess RightsSite access: as this is a new user this list will be blank Click on the ‘add new access rights dropdown button’Choose the correct site group access (Basic user, Admin, Teacher, CPD Lead etc)Save changes: Click ‘Save’ to save this new user.
Change of HT - how to pause the previous HT account
If you need to set up an account for a new headteacher, using the same email address as the previous headteacher, you will need to pause the previous headteacher account first, as the system will only allow the email address to be used once.Please do not just change the name on the account, as each account is specific to the individual, as it contains a record of their communications and a record of their training attended. To pause the account please:Go to 'Set up' on the blue menu bar (once logged in) Click 'User Management'Click ' User register'Click 'view' next to the account you wish to pause Click 'Account and contact details'Change the status from 'Live' to 'Paused'Enter the reason for pausing the account eg left schoolChange the passwordClick 'Save' at the bottom of the page
How to access your purchases report
To access a record of all your purchases made through Right Choice please:click on the Services tab on the blue menu bar (once logged in)click on 'view all management options' in the right hand panel under 'Buy and more options'click on 'Purchases report' under 'Purchase reports' in the middle columnclick 'Search' to display your results You have the option to change your filters to search in the previous designated period, or you can untick the ' products' and 'training/event' boxes to only search for packages and services purchased. If you change your filters, you will need to click the 'Search' button again to display your results.Once your search results are displayed you can click on any of the column headings to sort by that column or you have the option to export to excel.
How to change a delegate account to a user account
Before you create a new user it is always good practice to search for a user's account before creating a new one. As even though the user might not have a full account, they might have previously been set up with a delegate account for a training booking (a non-user). To check please: Click on 'Setup' on the blue menu bar (once logged in)Click on 'User management'Scroll to the bottom of the page and type in the users surname into the box If the user appears, click on their name followed by Edit Details To change the account to a user: Change ‘Account type’ to ‘User’ Check the email address is the individual's email address (if their delegate account has been set up with the office email address, this will need to be changed – email addresses can only be used for one user account) Change password Personal details - Check all fields with a red asterisk are complete (name, job title, company, telephone) Roles – select the relevant role Access rights:click the red cross to the right of the current access rights (non-user) to remove click ‘Add new access rights’ and select new user group eg Teacher/School Support Staff If the user does not appear, you will have to add a new user.