SAML Settings are for Single Sign On - If your organisation does not have SSO (Single Sign On) setup then 2 Factor Authentication is required and can only be done with the Users Mobile phone number.

All users must be added to EnrolHQ to access the system. Go to User Management > Users

To add Individuals and Volunteers, click add and fill in the person's information as below. 

• Name
• Email
• Temporary password (to log in the first time)
• Personal phone number (for two factor authentication)
• Access

Roles and Permissions show the access for each type of User.

There are 5 categories however staff require different access. Users such as IT usually have Registrar and Admin permissions.

You will need to establish which staff require what access, this can be worked out using User Management > Roles and Permissions

Admin – this user can add users and edit integration settings

Developer – this is used by EnrolHQ staff

Finance – this allows them to check payments via Finance reports

Interviewer – this user can now view interview information, reports previously recorded notes as well as and and can update their own notes and/or interview questionnaire.

Registrar – this user can change most settings and configurations in EnrolHQ

The settings for users has been expanded to provide view only access.

Interviewer is the most common user that has restricted access to EnrolHQ data, the new User settings allow Interviewers to have 'View only' access to the relevant documents and forms provided by families. To view how to change settings for Interviewers use this link {Set Up Interviewers}