Registration: Create additional users

Overview

Purpose of this step

To create accounts for all the users for your organisation.

You must have all the following roles assigned in the connection portal:

• primary business contact
• primary technical contact
• service manager
• security lead
• test manager

You can create a ‘scheme admin’ role, but this is optional.

To help you decide on who to nominate, read the full list of roles and responsibilities.

Each user can be assigned more than one role.

You will need to create all the user accounts for all the roles listed above. The users will then have to complete their account setup.

Who completes this step?

• primary business contact

Before you begin

Before you can assign roles, you must have:

• created a primary business contact account
• obtained contact details for each user you are creating an account for
• provided the details for PBCs and PTCs during preregistration

What you need to do in this step

1. Register an additional user account.
2. Assign roles to each account.
3. Help each user verify their account.

1. Register an additional user account

As the primary business contact, you must provide the following details for each user you are creating an account for:

• name
• organisational email address, for example, [email protected]
• direct phone number (mobile or landline) that you have direct access to: this number will be used for identity verification only
• the role or roles you would like to assign to them

For primary business contacts and primary technical contacts, the name, phone number and organisational email address must match those provided during preregistration.

2. Assign roles to each account

You need to select the roles you would like to assign to each user.

This must be in line with our guidance on full list of roles and responsibilities.

You will get the opportunity to review the details before you submit the request. Once you submit the above details, PDP will review your request and approve or reject accordingly.

3. Verify user’s account

PDP will email you to let you know if your request has been successful. If it has, you will receive email confirmation and be informed that a one-time passcode (OTP) is available for you to share with the user so they can finish setting up their account.

The newly assigned user will then get an email containing a link to the page where they need to enter the OTP to verify themselves.

They will be asked to set up an authenticator app on their mobile device: this is designed to make the process more secure.

This must all be completed within one session and within 24 hours of receiving an email inviting them to set up their account.

If they do not, you will have to start the whole process again.

They will then be able to create a password for their account.

How long it will take

This process should take around one day.

Support