Review and Approve New People

This is the last step in adding people into GideonSoft.

People to approve

If there are any people to approve, they will be listed in the count for People to approve. People shown here have been added using email links and join codes. You can choose to approve or reject any entry. The entries you approve will move into the review list.

• Any field in blue can be individually edited before approval. If the entry is not valid, it can be rejected.
• The Show drop down can filter the list to people needing approval and those that have been rejected.
• When viewing rejected entries, you can permanently delete them OR approve them.
• Approving an entry from either filter will transfer the record to the People to review list, where the full set of validations will occur. Entries in the approval queue do not get validated for being added into GideonSoft.

People to review

This list displays everyone added via any of the Add People methods. The Source column indicates where the entry comes from. Entries in this list go through a list of validation checks. These include:

• GideonSoft required field check (Username, Password, Global Identifier, Identifier, Role(s)).
• Unique value check (Username, Global Identifier, Email, Identifier).
• A duplicate person check is also performed, where a “sounds-like” check is performed on the person’s name.
• Social Media checks make sure the values for any of the social media entries are valid URLs. If entering just a username for any of the social media accounts that support it (Facebook, Twitter, Instagram) will formulate the proper URL automatically. It will also fix common issues if it detects a partial URL.

The result of all these checks is indicated in the flag column (which can also be used to sort/group items accordingly):

• Yellow triangle (warning)
• Red triangle (error)
• Green checkmark (passed validation)

Rows with errors or warnings will display an arrow in the first column. Click on the arrow to see detail. This arrow will also appear for entries that have extra data, like Descriptives, Scores or Social Media.

Right-click on any column with a blue cog icon to sort, generate values or clear values.

• Generating values will bring up an expression editor where you can use predefined formulas or create your own. Generating values only affects rows with missing values.
• Clear values can clear out any existing values in the column.

After all warnings and errors have been addressed, you’ll be able to add the people to the instance. If any of the selected rows has an error or warning, you will not be able to add any people.

Only the selected rows will be affected.

To send an email notice to new users, at the bottom of the screen, toggle ‘Send notifications to new users’ to on (if enabled by your organization administrator).

The buttons at the bottom will reflect the selected number.

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Version(s): GideonSoft 2021 Release 2 or later