Frontline Education

Creating a Person in Frontline Admin

This article describes how Admins can create a person in the Frontline Administration application. These steps will provide the person with access to applications within your organization and initiate their invitation to create a Frontline Passport.

Access & Visibility: The ability to create a person in Frontline Administration is limited to those with the Administrator role.

Click a hyperlink below to jump to that topic:

Create Person

Access the Frontline Administration "Home" page and select Create a Person in the top right corner. 

CreateaPerson.png

This selection provides access to the new person creation page where you will include the following:

CreateNewPerson1.png
Fields  
*First, Middle, *Last Name Enter the person's first and last name, with the middle name being optional.
*Email

Enter the email address this person will use and have access to for communication and information relay.

*Optionally select alternate checkbox titled "This person does not have an email address" to bypass the email requirement. 

*Application & Roles

Select the organization, application, and role(s) for this person. 

To add access for the person to another application, click Add New Role.

Once finished, click Create Person to add them to your organization. 

CreateNewPerson2.png

Once you have created the person, their Organization Details page loads. 

Manage User Organization Details

This page includes the details entered during the creation of a person's account, as well as their Frontline Passport details, if set up. 

Frontline Passport

Frontline Passport consists of a person's Frontline login credentials (name, org email, MFA options, and recovery email). The person must create these credentials to access the system.

This passport will only need to be created once and will provide provide access to Frontline applications connected with that user via roles. See Frontline Passport.

For a new person, click the dropdown beside "No Passport" and select Send Account Invitation if they have not yet completed these steps. (A user will only need to create a single Frontline Passport, and will never need to create multiple Passport accounts.) 

Example of No Passport2023-09-29_08-10-001.png

Once set up, the person's passport details will display in this section. For an existing person, click the dropdown to send a password reset, if needed, or open a quick view of their passport details. You can also hover over the MFA details, though the system will only display a segment of this data, for security purposes.

Example of PassportAPassport cop2.png

Applications and Roles

The Applications and Roles section lists all roles added during the person's initial creation. Select the "Actions" dropdown to add new roles or edit the existing roles(s). You can also click the toggle button beside role(s) to enable or disable system access for that given role.

UserApplications-Roles_wDrop-down.png

Note: If the Setup button is displayed under a Frontline application, additional setup may be required to configure a person's access to pages and functionality within that specific Frontline application. See your application's Learning Center for more information

Once finished, select the Person Management link (upper left) to return to the "Home" page. You can always search for and manage a person's details at a later time, as outlined in the resource below.