Before a young person can use Viewpoint Online or Offline, a Login Id has to be set up for him/her to use. This section is to show you how to set up Login Id’s for individuals and large groups of young people.

1. Login to Viewpoint Online as a Manager

To create users you will need to login to Viewpoint Online as a manager, see the “Manager Login” user guide for details of how to do this.

2. Open the “Create User” Screen Click on the “Create User” option in the “User” section of the menu at the left hand side of the screen. The “Create User” screen will be displayed (circled in red on Fig 1). Note: If you cannot see the “Create User” option then you do not have the correct permissions to create users.	Fig 1. The “Create User” menu option
Fig 2. The “Create User” Screen

3. Choose User Type to create

There are 3 types of users you can create, they are “Specific”, “Named” and “Generated”.

Create Specific User – If you are creating a single user and you wish to specify the Login Id for that user then you will need to select the “Create Specific User” option.

Create Named User – If you are creating a single user and do not need to specify the Login Id , then you can select the “Create Named User” option. The Login Id of a named user is created by taking the first 3 characters from the first name and the first 3 characters from the surname.

Create Generated Users – If you are creating a group of users for example a class at school or a youth group, then you will need to select “Create Generated User” option.

Click on the user type you wish to create (the user types are circled in red in Fig 3).

Fig 3. The “User Type” section of the “Create User” screen

4. Enter the required user information

For Specific Users you will need to enter: login, first name, surname, password and confirm password. You can leave password and confirm password blank, if you do this the password will be created the same as the login (see Fig 4).

Fig 4. The “Specific User” section of the “Create User” screen

For Named Users you will need to enter: first name, surname, password and confirm password. You can leave password and confirm password blank, if you do this the password will be created the same as the login (see Fig 5).

Fig 5. The “Named User” section of the “Create User” screen

For Generated Users you will need to enter: login prefix, number of logins to be created, password, confirm password and either sequenced or random. You can also choose the option to “Create Login Cards”. You can leave password and confirm password blank, if you do the password will be created the same as the login (see Fig 6).

Fig 6. The “Generated User” section of the “Create User” screen

5. Select Profile Option

You can select whether the “Manager Creates Profile” or “User Creates Profile”. Also there is an option for “User can change password”, if you select this it will allow the user to change their password when they login for the first time.

If you select “Manager Creates Profile” then the manager will be asked to fill in the profile information as part of the create user process, if you select “User Creates Profile” then the user will be asked to fill in the profile information when they first login.

Note: If you are creating “Generated Users” and you select “Manager Creates Profile” then the profile will be the same for all the users created.

Fig 7. The “Profile Options” section of the “Create User” screen

6. Select the Questionnaire and Report Options You can select the questionnaires the user can answer and whether or not they can produce an “Individual Report” and/or “Statement Bank Report” and/or “Target Report” from the list. Simply click on the relevant checkboxes to select them (in Fig 8 the questionnaires and reports selected have been circled in red).
Fig 8. The “Select Questionnaire and Report Options” section of the “Create User” screen
Once you have entered the relevant information and selected the relevant options click on the “Create” button at the top of the screen (circled in red in Fig 9).	Fig 9. The “Create” button

7. Manager Creates Profile

If you selected “Manager Creates Profile” the “Create Profile” screen will be displayed, you will now have to enter the profile information before continuing.

After entering or selecting a profile item you can click on the speaker button to listen to what the profile item will sound like in a questionnaire (phonetically).

Note: If you selected “User Creates Profile” you will miss this stage out and proceed to step “8. Create User Details Screen”.

Fig 10. The “Create Profile” screen

8. Create User Details Screen

The “Create User Details” screen will pop up in a new window showing you the details of any users that were created. You can print this screen by clicking on the “File” menu and selecting the “Print…” option.

Note: Viewpoint Online will not close if you close this window.

Fig 11. The “Create User Details” screen