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You are here: Support » C-Level Topics » Portals » Primary Keys

Primary Keys

April 19, 2016 admin Leave a Comment

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The following is an explanation of how to define a primary key in the C-level. Once defined, the fields will appear in all profiles under the “identity” tab. These values are not automatically populated or updated after a registration occurs in an M-level. They must be connected by a staff member of Interware Systems. If you would like us to do this, please contact us.

How to Define a Primary Key

    1. Go to Edit > Preferences

 

    1. Click on the “Primary Keys” tab

 

    1. Enter the following settings:
      Fieldname Enter the fieldname of the primary key.
      Description/Prompt Enter the fieldname as it will appear on the login page and in people profiles.
      Visible on Login Page A key may be used to identify a person on the login page. It is optional for it to appear on the login page.
      Enabled The key may be enabled or disabled. If disabled, it will not appear on registrant profiles in the C-level.
      Authentication URL
      (optional)
      It is possible to set up the program to connect to the database at your organization to check if the key value and the registrant’s name match in your database. This feature appears as a button that you may click on in registrant profiles. If you would like to use this feature, please contact us to set it up.
      Successful Authentication Response If authentication is successful, the message entered in this field will appear.

 

  1. Click on  

View and Enter a Primary Key Value

    1. Click on “People” on the navigation menu at the top of the screen.

 

    1. Select a registrant, either by searching for a specific registrant or clicking on the “Browse People” tab.

 

    1. Click on the “identity” tab

 

    1. The following screen should appear:

    1. Notice that the defined primary key

“Student Number”

    1. has appeared. A value may now be entered for this registrant.

 

  1. If any changes were made, click on  

Filed Under: Portals Tagged With: Primary Keys

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