Add or edit an OSRconnect user

For OSRconnect administrators, follow these steps to:

  • create a new user and set up their authorisations
  • add an existing user to a different revenue type
  • create initial login passwords
  • change an existing user’s authorisations.

You must have administrator access to view or create other users or edit an existing user’s authorisation. Administrator access is assigned according to revenue type.

Other users maintain their details or change their password using the My Account button.

Helpful hints

  • Complete all contact details for each user.
  • An email address is required to contact the user for their password setup or reset.
  • The Valid to date determines when a user’s access will expire.

The process

  1. Log into OSRconnect and select the Administrator tab.
  2. Click Add.

The following options will appear:

  • Create New User
  • Add Existing User.

An existing user can be linked to several entities - allowing the user to switch between them without logging off and lodge for multiple revenue types in OSRconnect.

Create a new user

  1. Complete the Details and Password fields.
  2. Click Save.

The new user will be prompted to change this password when they log into OSRconnect for the first time.

A pop-up box will appear, confirming the user has been created. The user ID appears in brackets next to the user's name. They will use this to log into OSRconnect.

To set up the user’s authorisation:

  1. Select the user's name in the User authorisations section.
  2. Select the correct Revenue type from the drop-down list.
  3. Select the relevant Activity from the drop-down list.

The Valid to date is when a user's access will expire. If you are unsure of the date, use 31/12/9999 to give the user indefinite access. You can change this later if required.

  1. Click Save.

A pop-up message will confirm the changes were made.

Note: The User authorisation screen will display all current users (other than the administrator's account). Users who do not have a current relationship are not displayed initially. Select All users to see all current and non-current users.

Add an existing user

  1. Select Add Existing User.
  2. Complete the User ID and Email address fields.
  3. Click Search.

The user’s details will appear.

  1. Select Revenue type.
  2. Click Save.
  3. Select the user's name in the User authorisations section.
  4. Select the correct Revenue type from the drop-down list.
  5. Select the relevant Activity from the drop-down list.
  6. Click Save.

A pop-up message will confirm the changes were made.

Edit an existing user

  1. Select the user’s name in the User authorisations section.
  2. Select the correct Revenue Type, Activity or Valid To fields from the drop-down list.
  3. Click Save.

A pop-up message will confirm the changes were made.