Forms Portal Admin

The Portal Admin function provides the ability to create secure user access to the eGovHub Portal.

Users can be added with permissions pertinent to their user profile and it is possible to associate a user as being able to only access certain forms in the eGovHub Portal i.e. a Benefits Officer could be limited to only see Benefits-related forms.

Groups

This area is to used to add and maintain Groups, which are used to control the access permissions of users within the eGovHub Portal and the eGovHub Portal Admin.

Add a New Group

To add new group click on the “Add a new group” button and then complete all fields.

The Permissions are:

• Portal Full Access – this gives users within the group access to log into the eGovHub Portal. You then need to specify which forms they have access to using Service Areas

• Administrator – this gives users within this group access to the eGovHub Portal Admin to be able to create Users, Groups and Service Areas

• Reporting Change of Circs – this gives users within the group access to this specific report within Reportal

• Reporting Change of Address – this gives users within the group access to this specific report within Reportal

• Reporting HB New Claim – this gives users within the group access to this specific report within Reportal

• Reporting HB New Claim Classic – this gives users within the group access to this specific report within Reportal

• Reporting Change of Circs Classic – this gives users within the group access to this specific report within Reportal

• Reporting All Forms Classic – this gives users within the group access to this specific report within Reportal

When you are adding a new group you can click to grant the applicable permissions and a tick will then appear alongside the permission:

Once you have selected the permissions click on the “Save” button and the new group will be added.

This will take you back to the list of groups (including the new one you have just added).

Users

This area is used to add and maintain eGovHub Portal users.

Adding Users

To add a new user click on “Add a new user” or “Add an existing user”.

“Add a new user” is to be used if the user has not been created in the IEG4 Single Sign On (SSO) environment previously.

“Add an existing user” is used to give an existing user to this IEG4 SSO environment.

An IEG4 Single Sign On (SSO) Account can, based upon permissions, provide single sign on access to:

• eGovHub Portal

• eGovHub Portal Admin

• OpenProcess

• OneVu Management

• OneVu Customer Services

• Reportal

• Incidents

• ReportIT App Management

e.g. if the user you want to add to the eGovHub Portal is already a OneVu Customer Services user they will be an existing user rather than a new user.

Add a New Users

To add a new user click on the “Add a new user” button and then complete all fields. You will need to assign the user to at least one Group:

The user then needs to use the “forgot password” button to create a password to ensure they are able to access this service securely.

The user must respond to this validation email within 24 hours or the link deactivates for security reasons. If outside of the 24-hour period, the user can force a resend of this validation email by attempting to login using their email address and leaving the password field blank.

Add an Existing User

To add an existing user click on “Add an existing user” which will call the search to find an existing user using their email address:

From the email address entered the matching record will be displayed:

In order to give the existing user access click on the “change” button alongside Groups and then select the Groups that you wish to assign that user to.

Service Areas

Service Areas can be used to control which form users have access to in the eGovHub Portal. For example, you may want to restrict Benefits users to only having access to view information on Benefits-related forms in the Portal.

Add Service Area

To add new Service Area click on the “Add” button.

Type in the name of the Service Area and a Description, then click on the “Save” button:

The new Service Area will then be listed:

Once you have created a new Service Area you need to then link users and forms to the Service Area.

Click on the name of the new Service Area that you have just added:

You will then be able to add Users and Add Forms to the Service Area.

Service Area - Add User

To add a user to the Service Area, click on the “Add User” button:

Click on the drop-down arrow to search for the user and then use the checkboxes to:

• Allow the user portal access to all forms in the service area

• Allow the user reporting access to all form data in the service area

• Notify the user when integration fails for any form in the service area (please ignore this option)

Once you have selected the permissions click on the “Save” button.

To add more users to the Service Area repeat the Steps above.

Service Area - Add Form

To add a form to the Service Area, click on the “Add Form” button.

This will call the form search:

Click on the drop-down arrow to search for the form and click to select a form, then click on the “Save” button.

This will take you back to the previous screen where you can see the form that you’ve now added to the Service Area.