Sometimes, you need to set up a particular person's permissions or access, but that person has not logged in to OASIS yet. So you have a little bit of a chicken and egg problem. So for example, imagine I have a program and I want to either add someone as a coordinator or add someone as a learner in this program, but that user hasn't logged in yet. So if I search for the user, I cannot find it. But you want the user to be able to have certain access or just permissions or access as soon as they log in. So what you need to do as administrator is you have to create what we refer to as a placeholder account. So just click on New, and then you can just say that this user is going to be, let's say, Tom Wong. I'm going to say Tom Wong placeholder. Just put the placeholder here just so that you remember it's a placeholder. And then what happens is the most important thing is make sure that you put the email address that the user is going to be logging in with. The password doesn't even matter, right? So I'm just going to say, does not matter. Okay. So I copy that. Remember, the password you create for the placeholder account is really just to satisfy the UI where I need a password for you to save this record. But because you have a single sign-on system, the password is never actually used. So if you don't know the person's email address and if you do know the person's Salesforce ID or whatever is your member ID or any unique identifier, you can put it here. But for here, I'm just going to type in a bunch of ones, okay? And I'm just going to click on Save. So now what happened is you have account in the system that you have reminded yourself that it is a placeholder account and you have put in the email address of the user who will use when they log in. So I want to stress this account does not exist organically through single sign-on. You as administrator have created this account as a placeholder. Now and as a matter of fact, if I go to user logs, you will see that I just manually created it. Okay, great. So now what am I going to do? I am going to open Incarnate window and I'm just going to log in. So imagine you created the account for the user on Monday before the user log in. And on Tuesday, the user actually log in. So here we go. I'm just going to log in. So here we go. So remember, like I'm logging in with a real password, not the password that I just randomly created. Okay. So there's a little intercept page. Let me just check the boxes, okay? I noticed that now I have logged in. But then over here, you will see that I'm just going to refresh the page. So the name has been updated to the correct name. The Salesforce ID has also been updated. All the information has been updated. So you can see that your placeholder account that you have created before the user log in, which you can use to set up permissions or whatever, or add it to a program, is taken over by the user, by the real user, when he or she log in. And the way that OASIS knows when the real user log in, if there's a placeholder account ready for them to take over, is by the fact that there is an existing account with a matching email address or a Salesforce ID, or whatever is the unique identifier configured in your system. Thank you.

placeholder account

OASIS

single sign-on

access management

user permissions